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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 | $15,487 | $68,880-77.5% | $120,580-87.2% | $80,959-80.9% |
| Participation rate | 26.8% | 61.7%-34.9pp | 72.0%-45.2pp | 67.7%-40.9pp |
| Annual return | 11.32% | 23.68%-12.4pp | 107.48%-96.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $594 | $2,066-71.2% | $3,469-82.9% | $2,757-78.4% |
| Participant deferral / active EE | $899 | $3,191-71.8% | $4,995-82.0% | $4,300-79.1% |
| Admin fee / account holder | $559 | $5,785-90.3% | $9,418-94.1% | $6,925-91.9% |