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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 | $11,104 | $54,541-79.6% | $78,778-85.9% | $70,126-84.2% |
| Participation rate | 27.5% | 60.8%-33.3pp | 69.2%-41.7pp | 69.5%-42.1pp |
| Annual return | 15.52% | 21.07%-5.6pp | 35.62%-20.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $419 | $1,089-61.5% | $1,986-78.9% | $2,343-82.1% |
| Participant deferral / active EE | $555 | $2,210-74.9% | $2,958-81.2% | $3,332-83.3% |
| Admin fee / account holder | $1,379 | $3,709-62.8% | $5,134-73.1% | $4,645-70.3% |