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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 | $13,300 | $72,486-81.7% | $87,103-84.7% | $72,976-81.8% |
| Participation rate | 26.9% | 72.8%-45.9pp | 76.9%-50.0pp | 69.5%-42.6pp |
| Annual return | 20.50% | 24.46%-4.0pp | 28.19%-7.7pp | 81.02%-60.5pp |
| Employer contribution / active EE | $575 | $1,894-69.6% | $2,521-77.2% | $2,440-76.4% |
| Participant deferral / active EE | $764 | $3,270-76.6% | $4,049-81.1% | $3,608-78.8% |
| Admin fee / account holder | $1,281 | $5,055-74.7% | $7,491-82.9% | $5,124-75.0% |