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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 | $12,431 | $58,493-78.7% | $84,021-85.2% | $72,975-83.0% |
| Participation rate | 47.2% | 61.2%-14.0pp | 69.0%-21.8pp | 69.5%-22.3pp |
| Annual return | 23.60% | 28.93%-5.3pp | 71.32%-47.7pp | 81.01%-57.4pp |
| Employer contribution / active EE | $458 | $1,163-60.6% | $1,984-76.9% | $2,440-81.2% |
| Participant deferral / active EE | $1,057 | $2,394-55.9% | $3,239-67.4% | $3,608-70.7% |
| Admin fee / account holder | $386 | $4,569-91.6% | $6,102-93.7% | $5,124-92.5% |