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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 | $16,212 | $73,102-77.8% | $123,553-86.9% | $56,289-71.2% |
| Participation rate | 38.1% | 74.3%-36.2pp | 82.3%-44.2pp | 69.9%-31.8pp |
| Annual return | 4.77% | 3.01%+1.8pp | 119.21%-114.4pp | -9.96%+14.7pp |
| Employer contribution / active EE | $970 | $2,977-67.4% | $4,628-79.0% | $2,111-54.0% |
| Participant deferral / active EE | $1,618 | $5,423-70.2% | $6,426-74.8% | $3,350-51.7% |
| Admin fee / account holder | $4,541 | $554+720.0% | $9,284-51.1% | $521+771.6% |