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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 | $21,188 | $87,059-75.7% | $105,608-79.9% | $80,925-73.8% |
| Participation rate | 32.0% | 70.4%-38.4pp | 75.3%-43.3pp | 67.7%-35.7pp |
| Annual return | 12.69% | 17.05%-4.4pp | 116.50%-103.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $848 | $2,396-64.6% | $3,167-73.2% | $2,756-69.2% |
| Participant deferral / active EE | $1,671 | $3,986-58.1% | $5,010-66.6% | $4,299-61.1% |
| Admin fee / account holder | $1,172 | $8,443-86.1% | $11,028-89.4% | $6,940-83.1% |