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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 | $11,418 | $78,423-85.4% | $95,964-88.1% | $79,856-85.7% |
| Participation rate | 55.6% | 73.5%-17.9pp | 77.1%-21.5pp | 69.6%-14.1pp |
| Annual return | 12.60% | 19.37%-6.8pp | 91.64%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $630 | $1,945-67.6% | $2,541-75.2% | $2,471-74.5% |
| Participant deferral / active EE | $986 | $3,440-71.3% | $4,167-76.3% | $3,741-73.6% |
| Admin fee / account holder | $415 | $5,622-92.6% | $6,797-93.9% | $5,306-92.2% |