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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 | $13,629 | $85,766-84.1% | $136,298-90.0% | $70,126-80.6% |
| Participation rate | 69.7% | 74.2%-4.4pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 21.44% | 31.46%-10.0pp | 5156.27%-5134.8pp | 73.15%-51.7pp |
| Employer contribution / active EE | $513 | $2,966-82.7% | $4,696-89.1% | $2,343-78.1% |
| Participant deferral / active EE | $796 | $5,051-84.2% | $6,247-87.3% | $3,332-76.1% |
| Admin fee / account holder | $310 | $5,421-94.3% | $9,244-96.6% | $4,645-93.3% |