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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 | $13,183 | $47,944-72.5% | $67,834-80.6% | $62,881-79.0% |
| Participation rate | 25.8% | 61.1%-35.3pp | 68.8%-43.0pp | 69.3%-43.5pp |
| Annual return | 11.62% | 11.77%-0.1pp | 138.47%-126.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $267 | $1,562-82.9% | $2,403-88.9% | $2,281-88.3% |
| Participant deferral / active EE | $560 | $2,247-75.1% | $3,160-82.3% | $3,203-82.5% |
| Admin fee / account holder | $308 | $3,712-91.7% | $4,622-93.3% | $4,296-92.8% |