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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 | $16,236 | $64,324-74.8% | $118,946-86.4% | $79,852-79.7% |
| Participation rate | 6.9% | 64.9%-58.0pp | 75.4%-68.5pp | 69.6%-62.7pp |
| Annual return | 54.89% | 86.45%-31.6pp | 35.89%+19.0pp | 31.72%+23.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $900 | $2,824-68.1% | $4,266-78.9% | $3,740-75.9% |
| Admin fee / account holder | $3,829 | $4,040-5.2% | $6,581-41.8% | $5,306-27.8% |