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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 | $11,886 | $54,763-78.3% | $90,324-86.8% | $72,976-83.7% |
| Participation rate | 48.4% | 65.2%-16.8pp | 73.3%-24.9pp | 69.5%-21.1pp |
| Annual return | 19.43% | 30.63%-11.2pp | 78.15%-58.7pp | 81.02%-61.6pp |
| Employer contribution / active EE | $437 | $2,093-79.1% | $2,856-84.7% | $2,440-82.1% |
| Participant deferral / active EE | $779 | $2,887-73.0% | $3,885-80.0% | $3,608-78.4% |
| Admin fee / account holder | $831 | $3,973-79.1% | $5,356-84.5% | $5,124-83.8% |