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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 | $18,300 | $107,421-83.0% | $182,262-90.0% | $94,015-80.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 84.2%-34.2pp | 70.8%-20.8pp |
| Annual return | 14.14% | 21.32%-7.2pp | 140.60%-126.5pp | 17.84%-3.7pp |
| Employer contribution / active EE | $658 | $3,448-80.9% | $5,046-87.0% | $2,790-76.4% |
| Participant deferral / active EE | $1,813 | $6,558-72.4% | $8,276-78.1% | $4,249-57.3% |
| Admin fee / account holder | $685 | $8,692-92.1% | $16,712-95.9% | $8,951-92.3% |