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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 | $13,878 | $78,015-82.2% | $178,505-92.2% | $80,959-82.9% |
| Participation rate | 44.8% | 65.7%-20.8pp | 77.1%-32.3pp | 67.7%-22.8pp |
| Annual return | 11.86% | 18.10%-6.2pp | 27.16%-15.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $536 | $2,281-76.5% | $3,955-86.5% | $2,757-80.6% |
| Participant deferral / active EE | $1,132 | $4,406-74.3% | $6,280-82.0% | $4,300-73.7% |
| Admin fee / account holder | $1,630 | $7,160-77.2% | $10,428-84.4% | $6,925-76.5% |