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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 | $11,912 | $54,541-78.2% | $78,778-84.9% | $70,126-83.0% |
| Participation rate | 20.7% | 60.8%-40.1pp | 69.2%-48.5pp | 69.5%-48.9pp |
| Annual return | 36.80% | 21.07%+15.7pp | 35.62%+1.2pp | 73.15%-36.3pp |
| Employer contribution / active EE | $574 | $1,089-47.3% | $1,986-71.1% | $2,343-75.5% |
| Participant deferral / active EE | $691 | $2,210-68.7% | $2,958-76.6% | $3,332-79.3% |
| Admin fee / account holder | $2,299 | $3,709-38.0% | $5,134-55.2% | $4,645-50.5% |