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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 | $11,520 | $78,425-85.3% | $95,956-88.0% | $79,858-85.6% |
| Participation rate | 36.4% | 73.5%-37.1pp | 77.1%-40.7pp | 69.6%-33.3pp |
| Annual return | 12.33% | 19.37%-7.0pp | 91.63%-79.3pp | 31.72%-19.4pp |
| Employer contribution / active EE | $571 | $1,945-70.7% | $2,541-77.5% | $2,471-76.9% |
| Participant deferral / active EE | $704 | $3,440-79.5% | $4,167-83.1% | $3,740-81.2% |
| Admin fee / account holder | $3,555 | $5,622-36.8% | $6,797-47.7% | $5,306-33.0% |