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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 | $14,760 | $71,230-79.3% | $93,727-84.3% | $80,959-81.8% |
| Participation rate | 28.2% | 60.4%-32.2pp | 68.7%-40.5pp | 67.7%-39.5pp |
| Annual return | 13.88% | 11.26%+2.6pp | 133.83%-119.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $529 | $1,565-66.2% | $2,421-78.1% | $2,757-80.8% |
| Participant deferral / active EE | $593 | $4,037-85.3% | $4,417-86.6% | $4,300-86.2% |
| Admin fee / account holder | $7,712 | $6,961+10.8% | $8,292-7.0% | $6,925+11.4% |