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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 | $15,742 | $78,027-79.8% | $178,528-91.2% | $80,925-80.5% |
| Participation rate | 16.0% | 65.7%-49.7pp | 77.1%-61.1pp | 67.7%-51.7pp |
| Annual return | 52.28% | 18.09%+34.2pp | 27.11%+25.2pp | 35.65%+16.6pp |
| Employer contribution / active EE | $510 | $2,281-77.6% | $3,950-87.1% | $2,756-81.5% |
| Participant deferral / active EE | $780 | $4,408-82.3% | $6,278-87.6% | $4,299-81.9% |
| Admin fee / account holder | $800 | $7,168-88.8% | $10,419-92.3% | $6,940-88.5% |