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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 | $13,307 | $106,524-87.5% | $152,301-91.3% | $87,485-84.8% |
| Participation rate | 47.4% | 75.8%-28.4pp | 82.4%-35.1pp | 68.9%-21.6pp |
| Annual return | 26.12% | 26.89%-0.8pp | 80.50%-54.4pp | 26.06%+0.1pp |
| Employer contribution / active EE | $860 | $3,371-74.5% | $4,624-81.4% | $2,596-66.9% |
| Participant deferral / active EE | $2,176 | $6,525-66.7% | $8,004-72.8% | $4,274-49.1% |
| Admin fee / account holder | $1,093 | $8,287-86.8% | $14,398-92.4% | $7,775-85.9% |