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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 | $15,318 | $64,324-76.2% | $118,946-87.1% | $79,852-80.8% |
| Participation rate | 29.2% | 64.9%-35.7pp | 75.4%-46.2pp | 69.6%-40.5pp |
| Annual return | 12.96% | 86.45%-73.5pp | 35.89%-22.9pp | 31.72%-18.8pp |
| Employer contribution / active EE | $587 | $1,836-68.0% | $3,263-82.0% | $2,471-76.2% |
| Participant deferral / active EE | $918 | $2,824-67.5% | $4,266-78.5% | $3,740-75.5% |
| Admin fee / account holder | $12,998 | $4,040+221.7% | $6,581+97.5% | $5,306+145.0% |