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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 | $14,431 | $107,421-86.6% | $182,262-92.1% | $94,015-84.6% |
| Participation rate | 25.6% | 77.8%-52.2pp | 84.2%-58.6pp | 70.8%-45.2pp |
| Annual return | 13.63% | 21.32%-7.7pp | 140.60%-127.0pp | 17.84%-4.2pp |
| Employer contribution / active EE | $534 | $3,448-84.5% | $5,046-89.4% | $2,790-80.9% |
| Participant deferral / active EE | $816 | $6,558-87.6% | $8,276-90.1% | $4,249-80.8% |
| Admin fee / account holder | $10,945 | $8,692+25.9% | $16,712-34.5% | $8,951+22.3% |