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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 | $13,861 | $71,230-80.5% | $93,727-85.2% | $80,959-82.9% |
| Participation rate | 53.6% | 60.4%-6.8pp | 68.7%-15.1pp | 67.7%-14.1pp |
| Annual return | 14.85% | 11.26%+3.6pp | 133.83%-119.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $909 | $1,565-42.0% | $2,421-62.5% | $2,757-67.0% |
| Participant deferral / active EE | $1,136 | $4,037-71.9% | $4,417-74.3% | $4,300-73.6% |
| Admin fee / account holder | $29,047 | $6,961+317.3% | $8,292+250.3% | $6,925+319.4% |