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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 | $13,244 | $62,166-78.7% | $81,353-83.7% | $74,459-82.2% |
| Participation rate | 32.7% | 64.1%-31.3pp | 69.5%-36.8pp | 67.2%-34.5pp |
| Annual return | 12.59% | 16.50%-3.9pp | 24.82%-12.2pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $601 | $1,881-68.1% | $2,464-75.6% | $2,626-77.1% |
| Participant deferral / active EE | $1,004 | $3,223-68.9% | $3,885-74.2% | $4,350-76.9% |
| Admin fee / account holder | $2,530 | $1,925+31.5% | $5,766-56.1% | $1,945+30.1% |