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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 | $16,247 | $63,346-74.4% | $92,240-82.4% | $70,126-76.8% |
| Participation rate | 57.9% | 68.7%-10.8pp | 76.5%-18.6pp | 69.5%-11.6pp |
| Annual return | 42.61% | 530.19%-487.6pp | 176.29%-133.7pp | 73.15%-30.5pp |
| Employer contribution / active EE | $514 | $2,471-79.2% | $3,680-86.0% | $2,343-78.1% |
| Participant deferral / active EE | $985 | $2,854-65.5% | $3,897-74.7% | $3,332-70.4% |
| Admin fee / account holder | $5,204 | $3,841+35.5% | $5,194+0.2% | $4,645+12.0% |