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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 | $16,014 | $69,977-77.1% | $108,582-85.3% | $62,881-74.5% |
| Participation rate | 40.0% | 72.9%-32.9pp | 79.6%-39.6pp | 69.3%-29.3pp |
| Annual return | 7.07% | 10.73%-3.7pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $505 | $2,135-76.4% | $3,758-86.6% | $2,281-77.9% |
| Participant deferral / active EE | $753 | $3,165-76.2% | $4,311-82.5% | $3,203-76.5% |
| Admin fee / account holder | $537 | $5,076-89.4% | $7,645-93.0% | $4,296-87.5% |