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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 | $14,090 | $42,546-66.9% | $71,796-80.4% | $55,167-74.5% |
| Participation rate | 12.5% | 59.1%-46.6pp | 69.1%-56.6pp | 69.0%-56.5pp |
| Annual return | 11.86% | 12.36%-0.5pp | 78.04%-66.2pp | 169.23%-157.4pp |
| Employer contribution / active EE | $388 | $803-51.8% | $1,924-79.9% | $1,963-80.3% |
| Participant deferral / active EE | $508 | $2,064-75.4% | $2,794-81.8% | $3,054-83.4% |
| Admin fee / account holder | $644 | $650-0.9% | $4,815-86.6% | $504+27.7% |