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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 | $12,366 | $41,377-70.1% | $109,313-88.7% | $62,881-80.3% |
| Participation rate | 48.6% | 57.5%-9.0pp | 71.3%-22.7pp | 69.3%-20.7pp |
| Annual return | 8.24% | 11.05%-2.8pp | 22.07%-13.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $550 | $1,276-56.9% | $3,892-85.9% | $2,281-75.9% |
| Participant deferral / active EE | $653 | $2,045-68.1% | $3,166-79.4% | $3,203-79.6% |
| Admin fee / account holder | $415 | $2,884-85.6% | $5,666-92.7% | $4,296-90.3% |