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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 | $12,098 | $58,828-79.4% | $78,002-84.5% | $62,881-80.8% |
| Participation rate | 39.3% | 71.1%-31.8pp | 75.5%-36.2pp | 69.3%-30.0pp |
| Annual return | 15.36% | 17.16%-1.8pp | 425.99%-410.6pp | 20.14%-4.8pp |
| Employer contribution / active EE | $703 | $1,672-57.9% | $2,470-71.5% | $2,281-69.2% |
| Participant deferral / active EE | $924 | $2,686-65.6% | $3,497-73.6% | $3,203-71.2% |
| Admin fee / account holder | $1,808 | $4,393-58.9% | $5,481-67.0% | $4,296-57.9% |