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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 | $17,876 | $58,726-69.6% | $92,240-80.6% | $62,293-71.3% |
| Participation rate | 23.0% | 68.3%-45.3pp | 76.5%-53.5pp | 69.5%-46.5pp |
| Annual return | 20.39% | 43.62%-23.2pp | 176.29%-155.9pp | 28.90%-8.5pp |
| Employer contribution / active EE | $633 | $2,392-73.5% | $3,680-82.8% | $2,042-69.0% |
| Participant deferral / active EE | $994 | $2,766-64.1% | $3,897-74.5% | $3,169-68.6% |
| Admin fee / account holder | $1,777 | $556+219.3% | $5,194-65.8% | $479+270.6% |