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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,790 | $53,128-74.0% | $86,582-84.1% | $70,126-80.3% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 19.71% | 27.66%-8.0pp | 965.08%-945.4pp | 73.15%-53.4pp |
| Employer contribution / active EE | $561 | $2,068-72.9% | $2,839-80.2% | $2,343-76.1% |
| Participant deferral / active EE | $691 | $2,695-74.3% | $3,609-80.8% | $3,332-79.2% |
| Admin fee / account holder | $369 | $3,584-89.7% | $4,904-92.5% | $4,645-92.0% |