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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 | $12,550 | $65,034-80.7% | $90,970-86.2% | $79,856-84.3% |
| Participation rate | 26.9% | 61.6%-34.7pp | 69.0%-42.1pp | 69.6%-42.8pp |
| Annual return | 12.67% | 30.45%-17.8pp | 134.60%-121.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $441 | $1,247-64.6% | $2,122-79.2% | $2,471-82.1% |
| Participant deferral / active EE | $976 | $2,512-61.1% | $3,373-71.1% | $3,741-73.9% |
| Admin fee / account holder | $1,580 | $4,536-65.2% | $5,961-73.5% | $5,306-70.2% |