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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 | $24,809 | $69,977-64.5% | $108,582-77.2% | $62,881-60.5% |
| Participation rate | 38.9% | 72.9%-34.0pp | 79.6%-40.7pp | 69.3%-30.4pp |
| Annual return | 8.01% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $619 | $2,135-71.0% | $3,758-83.5% | $2,281-72.9% |
| Participant deferral / active EE | $742 | $3,165-76.6% | $4,311-82.8% | $3,203-76.8% |
| Admin fee / account holder | $849 | $5,076-83.3% | $7,645-88.9% | $4,296-80.2% |