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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 | $13,089 | $97,648-86.6% | $121,663-89.2% | $87,485-85.0% |
| Participation rate | 44.0% | 70.5%-26.5pp | 74.5%-30.5pp | 68.9%-24.9pp |
| Annual return | 23.02% | 18.03%+5.0pp | 147.54%-124.5pp | 26.06%-3.0pp |
| Employer contribution / active EE | $803 | $2,300-65.1% | $3,020-73.4% | $2,596-69.1% |
| Participant deferral / active EE | $1,263 | $3,923-67.8% | $4,887-74.2% | $4,274-70.5% |
| Admin fee / account holder | $1,381 | $11,100-87.6% | $14,289-90.3% | $7,775-82.2% |