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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 | $11,582 | $99,875-88.4% | $146,866-92.1% | $86,983-86.7% |
| Participation rate | 60.8% | 75.8%-15.0pp | 82.5%-21.7pp | 69.5%-8.8pp |
| Annual return | 18.81% | 28.10%-9.3pp | 102.85%-84.0pp | 25.83%-7.0pp |
| Employer contribution / active EE | $516 | $3,224-84.0% | $4,425-88.3% | $2,584-80.1% |
| Participant deferral / active EE | $988 | $6,322-84.4% | $7,759-87.3% | $4,194-76.4% |
| Admin fee / account holder | $1,122 | $7,838-85.7% | $13,620-91.8% | $7,856-85.7% |