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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 | $11,197 | $63,346-82.3% | $92,240-87.9% | $70,126-84.0% |
| Participation rate | 21.5% | 68.7%-47.2pp | 76.5%-55.0pp | 69.5%-48.0pp |
| Annual return | 22.55% | 530.19%-507.6pp | 176.29%-153.7pp | 73.15%-50.6pp |
| Employer contribution / active EE | $719 | $2,471-70.9% | $3,680-80.5% | $2,343-69.3% |
| Participant deferral / active EE | $997 | $2,854-65.1% | $3,897-74.4% | $3,332-70.1% |
| Admin fee / account holder | $371 | $3,841-90.3% | $5,194-92.9% | $4,645-92.0% |