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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 | $12,044 | $72,486-83.4% | $87,103-86.2% | $72,976-83.5% |
| Participation rate | 44.6% | 72.8%-28.2pp | 76.9%-32.3pp | 69.5%-24.9pp |
| Annual return | 19.98% | 24.46%-4.5pp | 28.19%-8.2pp | 81.02%-61.0pp |
| Employer contribution / active EE | $865 | $1,894-54.3% | $2,521-65.7% | $2,440-64.5% |
| Participant deferral / active EE | $1,161 | $3,270-64.5% | $4,049-71.3% | $3,608-67.8% |
| Admin fee / account holder | $1,748 | $5,055-65.4% | $7,491-76.7% | $5,124-65.9% |