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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 | $14,313 | $52,836-72.9% | $105,738-86.5% | $64,173-77.7% |
| Participation rate | 43.8% | 66.5%-22.8pp | 76.3%-32.6pp | 69.6%-25.8pp |
| Annual return | 14.57% | 14.30%+0.3pp | 6.27%+8.3pp | 7.63%+6.9pp |
| Employer contribution / active EE | $557 | $1,827-69.5% | $3,268-82.9% | $2,381-76.6% |
| Participant deferral / active EE | $927 | $2,545-63.6% | $4,080-77.3% | $3,470-73.3% |
| Admin fee / account holder | $587 | $3,959-85.2% | $6,913-91.5% | $4,887-88.0% |