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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 | $16,814 | $106,749-84.2% | $145,433-88.4% | $82,448-79.6% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 17.38% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $723 | $3,444-79.0% | $4,554-84.1% | $2,551-71.6% |
| Participant deferral / active EE | $1,251 | $6,519-80.8% | $7,897-84.2% | $4,139-69.8% |
| Admin fee / account holder | $1,556 | $8,390-81.4% | $13,129-88.1% | $7,234-78.5% |