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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 | $11,441 | $63,764-82.1% | $81,926-86.0% | $79,858-85.7% |
| Participation rate | 26.9% | 67.5%-40.6pp | 72.0%-45.1pp | 69.6%-42.7pp |
| Annual return | 20.62% | 22.66%-2.0pp | 29.49%-8.9pp | 31.72%-11.1pp |
| Employer contribution / active EE | $543 | $1,795-69.7% | $4,310-87.4% | $2,471-78.0% |
| Participant deferral / active EE | $719 | $2,780-74.2% | $7,108-89.9% | $3,740-80.8% |
| Admin fee / account holder | $2,050 | $4,426-53.7% | $5,159-60.3% | $5,306-61.4% |