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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 | $11,867 | $84,236-85.9% | $170,435-93.0% | $70,126-83.1% |
| Participation rate | 55.8% | 70.8%-15.1pp | 83.6%-27.8pp | 69.5%-13.8pp |
| Annual return | 17.98% | 23.06%-5.1pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $600 | $3,387-82.3% | $5,432-89.0% | $2,343-74.4% |
| Participant deferral / active EE | $758 | $3,086-75.4% | $4,939-84.7% | $3,332-77.3% |
| Admin fee / account holder | $1,219 | $5,698-78.6% | $13,881-91.2% | $4,645-73.7% |