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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 | $15,089 | $46,688-67.7% | $189,758-92.0% | $69,733-78.4% |
| Participation rate | 12.8% | 61.7%-48.9pp | 79.8%-67.0pp | 62.5%-49.7pp |
| Annual return | 18.31% | 14.35%+4.0pp | 52.62%-34.3pp | 15.22%+3.1pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $375 | $2,143-82.5% | $5,856-93.6% | $3,054-87.7% |
| Admin fee / account holder | $960 | $1,700-43.5% | $20,388-95.3% | $3,102-69.0% |