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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 | $12,984 | $45,109-71.2% | $85,187-84.8% | $77,736-83.3% |
| Participation rate | 17.9% | 48.7%-30.8pp | 67.5%-49.7pp | 70.6%-52.7pp |
| Annual return | 15.54% | 79.55%-64.0pp | 66.67%-51.1pp | 31.26%-15.7pp |
| Employer contribution / active EE | $246 | $1,602-84.7% | $2,732-91.0% | $2,728-91.0% |
| Participant deferral / active EE | $512 | $2,814-81.8% | $4,525-88.7% | $4,651-89.0% |
| Admin fee / account holder | $1,376 | $915+50.4% | $6,162-77.7% | $433+217.5% |