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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 | $14,858 | $65,367-77.3% | $92,915-84.0% | $72,976-79.6% |
| Participation rate | 42.3% | 68.3%-26.0pp | 76.0%-33.7pp | 69.5%-27.2pp |
| Annual return | 18.57% | 42.11%-23.5pp | 109.45%-90.9pp | 81.02%-62.5pp |
| Employer contribution / active EE | $668 | $2,594-74.3% | $3,653-81.7% | $2,440-72.6% |
| Participant deferral / active EE | $888 | $3,128-71.6% | $4,238-79.0% | $3,608-75.4% |
| Admin fee / account holder | $2,247 | $4,251-47.2% | $5,796-61.2% | $5,124-56.2% |