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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 | $12,545 | $67,606-81.4% | $82,313-84.8% | $70,124-82.1% |
| Participation rate | 64.0% | 72.8%-8.7pp | 76.9%-12.8pp | 69.5%-5.5pp |
| Annual return | 40.34% | 21.57%+18.8pp | 25.88%+14.5pp | 73.14%-32.8pp |
| Employer contribution / active EE | $590 | $1,755-66.4% | $2,428-75.7% | $2,342-74.8% |
| Participant deferral / active EE | $795 | $2,987-73.4% | $3,706-78.6% | $3,332-76.1% |
| Admin fee / account holder | $2,776 | $4,512-38.5% | $5,608-50.5% | $4,645-40.2% |