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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 | $12,514 | $67,602-81.5% | $82,312-84.8% | $70,126-82.2% |
| Participation rate | 42.7% | 72.8%-30.1pp | 76.9%-34.2pp | 69.5%-26.9pp |
| Annual return | 33.42% | 21.57%+11.8pp | 25.88%+7.5pp | 73.15%-39.7pp |
| Employer contribution / active EE | $385 | $1,755-78.1% | $2,428-84.1% | $2,343-83.6% |
| Participant deferral / active EE | $590 | $2,987-80.2% | $3,706-84.1% | $3,332-82.3% |
| Admin fee / account holder | $807 | $4,512-82.1% | $5,608-85.6% | $4,645-82.6% |