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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 | $20,079 | $67,602-70.3% | $82,312-75.6% | $70,126-71.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 12.65% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $416 | $1,755-76.3% | $2,428-82.9% | $2,343-82.2% |
| Participant deferral / active EE | $1,012 | $2,987-66.1% | $3,706-72.7% | $3,332-69.6% |
| Admin fee / account holder | $2,964 | $4,512-34.3% | $5,608-47.1% | $4,645-36.2% |