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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 | $15,319 | $86,940-82.4% | $102,434-85.0% | $80,935-81.1% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.7%-14.1pp |
| Annual return | 11.46% | 18.89%-7.4pp | 29.46%-18.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $797 | $2,370-66.4% | $3,023-73.6% | $2,757-71.1% |
| Participant deferral / active EE | $1,548 | $4,121-62.4% | $5,055-69.4% | $4,299-64.0% |
| Admin fee / account holder | $984 | $8,047-87.8% | $9,462-89.6% | $6,924-85.8% |