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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 | $12,681 | $46,297-72.6% | $71,671-82.3% | $62,293-79.6% |
| Participation rate | 30.1% | 60.6%-30.5pp | 68.7%-38.6pp | 69.5%-39.4pp |
| Annual return | 18.54% | 22.32%-3.8pp | 20.65%-2.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $290 | $1,412-79.5% | $2,460-88.2% | $2,042-85.8% |
| Participant deferral / active EE | $592 | $2,235-73.5% | $3,438-82.8% | $3,169-81.3% |
| Admin fee / account holder | $456 | $461-1.1% | $5,558-91.8% | $479-4.9% |