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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 | $11,896 | $71,197-83.3% | $93,669-87.3% | $80,925-85.3% |
| Participation rate | 48.1% | 60.4%-12.2pp | 68.7%-20.6pp | 67.7%-19.5pp |
| Annual return | 17.22% | 11.27%+5.9pp | 133.59%-116.4pp | 35.65%-18.4pp |
| Employer contribution / active EE | $595 | $1,565-62.0% | $2,424-75.5% | $2,756-78.4% |
| Participant deferral / active EE | $1,232 | $4,036-69.5% | $4,416-72.1% | $4,299-71.4% |
| Admin fee / account holder | $1,079 | $6,959-84.5% | $8,291-87.0% | $6,940-84.4% |