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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 | $11,646 | $59,804-80.5% | $81,982-85.8% | $79,856-85.4% |
| Participation rate | 14.5% | 61.6%-47.2pp | 69.3%-54.8pp | 69.6%-55.2pp |
| Annual return | 58.14% | 17.56%+40.6pp | 41.31%+16.8pp | 31.71%+26.4pp |
| Employer contribution / active EE | $386 | $1,713-77.5% | $2,498-84.6% | $2,471-84.4% |
| Participant deferral / active EE | $789 | $2,695-70.7% | $3,722-78.8% | $3,741-78.9% |
| Admin fee / account holder | $793 | $4,288-81.5% | $5,665-86.0% | $5,306-85.1% |