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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 | $17,276 | $53,774-67.9% | $134,162-87.1% | $79,852-78.4% |
| Participation rate | 12.0% | 58.8%-46.8pp | 72.2%-60.2pp | 69.6%-57.6pp |
| Annual return | 12.11% | 19.01%-6.9pp | 36.35%-24.2pp | 31.72%-19.6pp |
| Employer contribution / active EE | $293 | $1,322-77.9% | $3,705-92.1% | $2,471-88.2% |
| Participant deferral / active EE | $751 | $2,420-69.0% | $3,500-78.5% | $3,740-79.9% |
| Admin fee / account holder | $2,383 | $3,985-40.2% | $6,685-64.3% | $5,306-55.1% |