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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 | $16,840 | $63,342-73.4% | $92,236-81.7% | $70,131-76.0% |
| Participation rate | 40.9% | 68.7%-27.8pp | 76.5%-35.6pp | 69.5%-28.7pp |
| Annual return | 15.18% | 530.15%-515.0pp | 176.29%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $595 | $2,471-75.9% | $3,679-83.8% | $2,342-74.6% |
| Participant deferral / active EE | $680 | $2,854-76.2% | $3,897-82.6% | $3,332-79.6% |
| Admin fee / account holder | $641 | $3,840-83.3% | $5,194-87.7% | $4,645-86.2% |