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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 | $16,938 | $69,977-75.8% | $108,582-84.4% | $62,881-73.1% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 8.56% | 10.73%-2.2pp | -51.70%+60.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $685 | $2,135-67.9% | $3,758-81.8% | $2,281-70.0% |
| Participant deferral / active EE | $815 | $3,165-74.2% | $4,311-81.1% | $3,203-74.5% |
| Admin fee / account holder | $384 | $5,076-92.4% | $7,645-95.0% | $4,296-91.1% |