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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 | $13,605 | $76,834-82.3% | $108,359-87.4% | $87,485-84.4% |
| Participation rate | 40.0% | 61.7%-21.7pp | 70.1%-30.1pp | 68.9%-28.9pp |
| Annual return | 16.66% | 19.09%-2.4pp | 36.89%-20.2pp | 26.06%-9.4pp |
| Employer contribution / active EE | $392 | $1,556-74.8% | $2,399-83.7% | $2,596-84.9% |
| Participant deferral / active EE | $478 | $3,100-84.6% | $4,137-88.4% | $4,274-88.8% |
| Admin fee / account holder | $796 | $6,537-87.8% | $9,741-91.8% | $7,775-89.8% |