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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 | $12,711 | $72,486-82.5% | $87,103-85.4% | $72,976-82.6% |
| Participation rate | 31.6% | 72.8%-41.2pp | 76.9%-45.2pp | 69.5%-37.9pp |
| Annual return | 19.98% | 24.46%-4.5pp | 28.19%-8.2pp | 81.02%-61.0pp |
| Employer contribution / active EE | $587 | $1,894-69.0% | $2,521-76.7% | $2,440-75.9% |
| Participant deferral / active EE | $817 | $3,270-75.0% | $4,049-79.8% | $3,608-77.4% |
| Admin fee / account holder | $1,901 | $5,055-62.4% | $7,491-74.6% | $5,124-62.9% |