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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 | $19,636 | $90,107-78.2% | $182,262-89.2% | $69,733-71.8% |
| Participation rate | 23.6% | 64.8%-41.2pp | 84.2%-60.6pp | 62.5%-38.8pp |
| Annual return | 17.06% | 95.58%-78.5pp | 140.60%-123.5pp | 15.22%+1.8pp |
| Employer contribution / active EE | $369 | $3,043-87.9% | $5,046-92.7% | $2,250-83.6% |
| Participant deferral / active EE | $655 | $5,135-87.2% | $8,276-92.1% | $3,054-78.6% |
| Admin fee / account holder | $2,284 | $3,377-32.4% | $16,712-86.3% | $3,102-26.4% |