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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 | $17,382 | $67,602-74.3% | $82,312-78.9% | $70,126-75.2% |
| Participation rate | 51.6% | 72.8%-21.2pp | 76.9%-25.3pp | 69.5%-18.0pp |
| Annual return | 13.75% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.4pp |
| Employer contribution / active EE | $581 | $1,755-66.9% | $2,428-76.1% | $2,343-75.2% |
| Participant deferral / active EE | $820 | $2,987-72.6% | $3,706-77.9% | $3,332-75.4% |
| Admin fee / account holder | $401 | $4,512-91.1% | $5,608-92.8% | $4,645-91.4% |