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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 | $16,900 | $76,834-78.0% | $108,359-84.4% | $87,485-80.7% |
| Participation rate | 52.9% | 61.7%-8.8pp | 70.1%-17.2pp | 68.9%-16.0pp |
| Annual return | 14.75% | 19.09%-4.3pp | 36.89%-22.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $441 | $1,556-71.7% | $2,399-81.6% | $2,596-83.0% |
| Participant deferral / active EE | $964 | $3,100-68.9% | $4,137-76.7% | $4,274-77.5% |
| Admin fee / account holder | $1,029 | $6,537-84.3% | $9,741-89.4% | $7,775-86.8% |