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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 | $11,855 | $65,041-81.8% | $90,965-87.0% | $79,858-85.2% |
| Participation rate | 61.3% | 61.6%-0.3pp | 69.0%-7.7pp | 69.6%-8.3pp |
| Annual return | 10.26% | 30.45%-20.2pp | 134.57%-124.3pp | 31.72%-21.5pp |
| Employer contribution / active EE | $277 | $1,247-77.8% | $2,122-86.9% | $2,471-88.8% |
| Participant deferral / active EE | $354 | $2,512-85.9% | $3,373-89.5% | $3,740-90.5% |
| Admin fee / account holder | $1,975 | $4,536-56.5% | $5,960-66.9% | $5,306-62.8% |