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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 | $13,254 | $91,120-85.5% | $161,149-91.8% | $64,097-79.3% |
| Participation rate | 43.6% | 62.2%-18.6pp | 78.8%-35.3pp | 55.2%-11.6pp |
| Annual return | 28.15% | 17.95%+10.2pp | 21.16%+7.0pp | 34.64%-6.5pp |
| Employer contribution / active EE | $681 | $2,284-70.2% | $4,360-84.4% | $1,891-64.0% |
| Participant deferral / active EE | $835 | $3,708-77.5% | $6,153-86.4% | $3,080-72.9% |
| Admin fee / account holder | $2,828 | $4,535-37.7% | $15,194-81.4% | $3,454-18.1% |