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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 | $12,109 | $56,423-78.5% | $77,183-84.3% | $71,495-83.1% |
| Participation rate | 32.3% | 64.3%-32.0pp | 69.6%-37.2pp | 67.9%-35.6pp |
| Annual return | 21.40% | 19.05%+2.4pp | 37.89%-16.5pp | 28.85%-7.4pp |
| Employer contribution / active EE | $659 | $1,866-64.7% | $2,534-74.0% | $2,589-74.5% |
| Participant deferral / active EE | $1,087 | $3,142-65.4% | $3,833-71.6% | $4,291-74.7% |
| Admin fee / account holder | $380 | $1,429-73.4% | $5,475-93.1% | $1,588-76.1% |