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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 | $13,100 | $45,602-71.3% | $117,529-88.9% | $66,949-80.4% |
| Participation rate | 15.4% | 57.6%-42.2pp | 70.6%-55.2pp | 69.8%-54.4pp |
| Annual return | 17.42% | -16.74%+34.2pp | 29.77%-12.3pp | 1.57%+15.9pp |
| Employer contribution / active EE | $481 | $1,579-69.5% | $4,179-88.5% | $2,545-81.1% |
| Participant deferral / active EE | $940 | $2,845-67.0% | $4,072-76.9% | $4,239-77.8% |
| Admin fee / account holder | $1,426 | $661+115.9% | $5,645-74.7% | $594+140.3% |