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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 | $16,612 | $46,688-64.4% | $189,758-91.2% | $69,733-76.2% |
| Participation rate | 37.8% | 61.7%-23.9pp | 79.8%-42.0pp | 62.5%-24.6pp |
| Annual return | 10.81% | 14.35%-3.5pp | 52.62%-41.8pp | 15.22%-4.4pp |
| Employer contribution / active EE | $762 | $1,695-55.0% | $4,767-84.0% | $2,250-66.1% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2,093 | $1,700+23.1% | $20,388-89.7% | $3,102-32.5% |