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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 | $17,818 | $124,346-85.7% | $111,306-84.0% | $167,553-89.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 12.15% | 37.46%-25.3pp | 54.67%-42.5pp | 478.89%-466.7pp |
| Employer contribution / active EE | $939 | $3,438-72.7% | $2,732-65.6% | $4,840-80.6% |
| Participant deferral / active EE | $1,173 | $5,182-77.4% | $4,488-73.9% | $6,343-81.5% |
| Admin fee / account holder | $5,532 | $10,623-47.9% | $7,966-30.6% | $12,316-55.1% |