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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 | $11,502 | $60,349-80.9% | $74,184-84.5% | $62,881-81.7% |
| Participation rate | 30.0% | 72.7%-42.7pp | 76.6%-46.6pp | 69.3%-39.3pp |
| Annual return | 10.93% | 21.38%-10.4pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $545 | $1,680-67.6% | $2,370-77.0% | $2,281-76.1% |
| Participant deferral / active EE | $1,143 | $2,856-60.0% | $3,550-67.8% | $3,203-64.3% |
| Admin fee / account holder | $863 | $4,261-79.7% | $5,586-84.5% | $4,296-79.9% |