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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 | $12,369 | $65,027-81.0% | $90,970-86.4% | $79,852-84.5% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.0%-24.6pp | 69.6%-25.2pp |
| Annual return | 21.07% | 30.45%-9.4pp | 134.58%-113.5pp | 31.72%-10.7pp |
| Employer contribution / active EE | $835 | $1,247-33.1% | $2,122-60.7% | $2,471-66.2% |
| Participant deferral / active EE | $867 | $2,512-65.5% | $3,373-74.3% | $3,740-76.8% |
| Admin fee / account holder | $804 | $4,535-82.3% | $5,960-86.5% | $5,306-84.9% |