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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 | $10,519 | $48,364-78.3% | $71,796-85.3% | $62,881-83.3% |
| Participation rate | 22.2% | 60.6%-38.4pp | 69.1%-46.9pp | 69.3%-47.1pp |
| Annual return | 9.75% | 13.16%-3.4pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $524 | $1,042-49.7% | $1,924-72.8% | $2,281-77.0% |
| Participant deferral / active EE | $825 | $2,091-60.5% | $2,794-70.5% | $3,203-74.2% |
| Admin fee / account holder | $1,299 | $3,771-65.5% | $4,815-73.0% | $4,296-69.8% |