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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 | $73,787-77.1% | $98,716-82.9% | $82,448-79.5% |
| Participation rate | 52.9% | 61.4%-8.5pp | 69.3%-16.4pp | 68.1%-15.1pp |
| Annual return | 14.75% | 18.57%-3.8pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $441 | $1,511-70.8% | $2,279-80.6% | $2,551-82.7% |
| Participant deferral / active EE | $964 | $3,081-68.7% | $4,048-76.2% | $4,139-76.7% |
| Admin fee / account holder | $1,029 | $6,500-84.2% | $8,703-88.2% | $7,234-85.8% |