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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 | $31,533 | $83,090-62.0% | $130,062-75.8% | $71,529-55.9% |
| Participation rate | 34.6% | 74.1%-39.6pp | 78.5%-44.0pp | 67.9%-33.4pp |
| Annual return | 18.90% | 20.61%-1.7pp | -137.37%+156.3pp | 28.97%-10.1pp |
| Employer contribution / active EE | $936 | $2,624-64.3% | $4,322-78.4% | $2,590-63.9% |
| Participant deferral / active EE | $1,429 | $4,436-67.8% | $5,821-75.4% | $4,291-66.7% |
| Admin fee / account holder | $5,636 | $1,727+226.3% | $10,601-46.8% | $1,588+254.8% |