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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 | $11,519 | $56,110-79.5% | $94,993-87.9% | $70,126-83.6% |
| Participation rate | 19.2% | 65.0%-45.8pp | 73.9%-54.7pp | 69.5%-50.3pp |
| Annual return | 14.04% | 51.02%-37.0pp | 27.14%-13.1pp | 73.15%-59.1pp |
| Employer contribution / active EE | $293 | $1,442-79.7% | $2,603-88.7% | $2,343-87.5% |
| Participant deferral / active EE | $334 | $2,391-86.0% | $3,317-89.9% | $3,332-90.0% |
| Admin fee / account holder | $1,724 | $3,456-50.1% | $4,960-65.2% | $4,645-62.9% |