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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 | $17,065 | $58,828-71.0% | $78,002-78.1% | $62,881-72.9% |
| Participation rate | 48.1% | 71.1%-22.9pp | 75.5%-27.4pp | 69.3%-21.2pp |
| Annual return | 6.18% | 17.16%-11.0pp | 425.99%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $887 | $1,672-46.9% | $2,470-64.1% | $2,281-61.1% |
| Participant deferral / active EE | $629 | $2,686-76.6% | $3,497-82.0% | $3,203-80.4% |
| Admin fee / account holder | $808 | $4,393-81.6% | $5,481-85.3% | $4,296-81.2% |