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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 | $15,741 | $43,730-64.0% | $121,220-87.0% | $64,173-75.5% |
| Participation rate | 53.1% | 58.3%-5.2pp | 71.8%-18.6pp | 69.6%-16.4pp |
| Annual return | 0.11% | 68.94%-68.8pp | 16.94%-16.8pp | 7.63%-7.5pp |
| Employer contribution / active EE | $755 | $1,297-41.8% | $4,023-81.2% | $2,381-68.3% |
| Participant deferral / active EE | $680 | $2,281-70.2% | $3,345-79.7% | $3,470-80.4% |
| Admin fee / account holder | $599 | $3,502-82.9% | $5,021-88.1% | $4,887-87.7% |