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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 | $14,352 | $73,787-80.5% | $98,716-85.5% | $82,448-82.6% |
| Participation rate | 46.4% | 61.4%-15.0pp | 69.3%-22.9pp | 68.1%-21.6pp |
| Annual return | 18.92% | 18.57%+0.3pp | 31.81%-12.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $501 | $1,511-66.9% | $2,279-78.0% | $2,551-80.4% |
| Participant deferral / active EE | $1,060 | $3,081-65.6% | $4,048-73.8% | $4,139-74.4% |
| Admin fee / account holder | $575 | $6,500-91.2% | $8,703-93.4% | $7,234-92.1% |