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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 | $21,843 | $62,589-65.1% | $76,768-71.5% | $64,173-66.0% |
| Participation rate | 45.5% | 72.8%-27.4pp | 77.0%-31.5pp | 69.6%-24.1pp |
| Annual return | 7.16% | -1.95%+9.1pp | 2.43%+4.7pp | 7.63%-0.5pp |
| Employer contribution / active EE | $686 | $1,832-62.6% | $2,485-72.4% | $2,381-71.2% |
| Participant deferral / active EE | $1,207 | $3,145-61.6% | $3,852-68.7% | $3,470-65.2% |
| Admin fee / account holder | $473 | $4,667-89.9% | $6,675-92.9% | $4,887-90.3% |