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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 | $15,218 | $68,398-77.8% | $94,664-83.9% | $75,173-79.8% |
| Participation rate | 36.6% | 76.1%-39.5pp | 80.8%-44.2pp | 67.2%-30.6pp |
| Annual return | 34.46% | 616.72%-582.3pp | 156.84%-122.4pp | 160.72%-126.3pp |
| Employer contribution / active EE | $565 | $2,701-79.1% | $3,673-84.6% | $2,671-78.9% |
| Participant deferral / active EE | $2,405 | $6,537-63.2% | $7,417-67.6% | $4,126-41.7% |
| Admin fee / account holder | $1,953 | $5,324-63.3% | $7,222-73.0% | $5,651-65.4% |