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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 | $12,640 | $55,453-77.2% | $170,435-92.6% | $62,293-79.7% |
| Participation rate | 33.9% | 66.4%-32.5pp | 83.6%-49.7pp | 69.5%-35.6pp |
| Annual return | 16.12% | 21.38%-5.3pp | 205.94%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $387 | $2,164-82.1% | $5,432-92.9% | $2,042-81.0% |
| Participant deferral / active EE | $448 | $2,303-80.6% | $4,939-90.9% | $3,169-85.9% |
| Admin fee / account holder | $1,082 | $455+137.7% | $13,881-92.2% | $479+125.6% |