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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 | $13,541 | $76,551-82.3% | $123,894-89.1% | $62,881-78.5% |
| Participation rate | 38.6% | 73.0%-34.3pp | 81.4%-42.8pp | 69.3%-30.7pp |
| Annual return | 13.97% | 18.68%-4.7pp | 47.52%-33.5pp | 20.14%-6.2pp |
| Employer contribution / active EE | $800 | $2,882-72.2% | $4,617-82.7% | $2,281-64.9% |
| Participant deferral / active EE | $1,598 | $4,840-67.0% | $5,984-73.3% | $3,203-50.1% |
| Admin fee / account holder | $912 | $4,826-81.1% | $8,357-89.1% | $4,296-78.8% |