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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 | $13,876 | $72,269-80.8% | $101,271-86.3% | $79,852-82.6% |
| Participation rate | 31.3% | 68.5%-37.2pp | 75.8%-44.6pp | 69.6%-38.4pp |
| Annual return | 20.84% | 22.29%-1.5pp | 46.48%-25.6pp | 31.72%-10.9pp |
| Employer contribution / active EE | $634 | $2,692-76.4% | $3,660-82.7% | $2,471-74.3% |
| Participant deferral / active EE | $882 | $3,282-73.1% | $4,371-79.8% | $3,740-76.4% |
| Admin fee / account holder | $1,183 | $4,401-73.1% | $5,948-80.1% | $5,306-77.7% |