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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 | $18,301 | $77,817-76.5% | $123,553-85.2% | $64,173-71.5% |
| Participation rate | 60.9% | 74.7%-13.8pp | 82.3%-21.4pp | 69.6%-8.7pp |
| Annual return | 0.02% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $926 | $3,014-69.3% | $4,628-80.0% | $2,381-61.1% |
| Participant deferral / active EE | $1,484 | $5,240-71.7% | $6,426-76.9% | $3,470-57.2% |
| Admin fee / account holder | $900 | $5,519-83.7% | $9,284-90.3% | $4,887-81.6% |