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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 | $15,423 | $58,493-73.6% | $84,023-81.6% | $72,976-78.9% |
| Participation rate | 51.9% | 61.2%-9.4pp | 69.0%-17.2pp | 69.5%-17.6pp |
| Annual return | 21.42% | 28.93%-7.5pp | 71.32%-49.9pp | 81.02%-59.6pp |
| Employer contribution / active EE | $375 | $1,163-67.8% | $1,984-81.1% | $2,440-84.6% |
| Participant deferral / active EE | $907 | $2,394-62.1% | $3,239-72.0% | $3,608-74.9% |
| Admin fee / account holder | $2,927 | $4,569-35.9% | $6,102-52.0% | $5,124-42.9% |