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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 | $15,760 | $67,602-76.7% | $82,312-80.9% | $70,126-77.5% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.4pp |
| Annual return | 16.23% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $435 | $1,755-75.2% | $2,428-82.1% | $2,343-81.4% |
| Participant deferral / active EE | $950 | $2,987-68.2% | $3,706-74.4% | $3,332-71.5% |
| Admin fee / account holder | $2,152 | $4,512-52.3% | $5,608-61.6% | $4,645-53.7% |