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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 | $13,895 | $76,551-81.8% | $123,894-88.8% | $62,881-77.9% |
| Participation rate | 37.9% | 73.0%-35.1pp | 81.4%-43.5pp | 69.3%-31.4pp |
| Annual return | 6.79% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $545 | $2,882-81.1% | $4,617-88.2% | $2,281-76.1% |
| Participant deferral / active EE | $753 | $4,840-84.4% | $5,984-87.4% | $3,203-76.5% |
| Admin fee / account holder | $622 | $4,826-87.1% | $8,357-92.6% | $4,296-85.5% |