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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 | $17,412 | $69,977-75.1% | $108,582-84.0% | $62,881-72.3% |
| Participation rate | 46.3% | 72.9%-26.6pp | 79.6%-33.2pp | 69.3%-23.0pp |
| Annual return | 9.31% | 10.73%-1.4pp | -51.70%+61.0pp | 20.14%-10.8pp |
| Employer contribution / active EE | $870 | $2,135-59.3% | $3,758-76.9% | $2,281-61.9% |
| Participant deferral / active EE | $1,410 | $3,165-55.5% | $4,311-67.3% | $3,203-56.0% |
| Admin fee / account holder | $964 | $5,076-81.0% | $7,645-87.4% | $4,296-77.6% |