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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 | $13,665 | $73,787-81.5% | $98,716-86.2% | $82,448-83.4% |
| Participation rate | 9.2% | 61.4%-52.2pp | 69.3%-60.1pp | 68.1%-58.9pp |
| Annual return | 26.47% | 18.57%+7.9pp | 31.81%-5.3pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $623 | $3,081-79.8% | $4,048-84.6% | $4,139-84.9% |
| Admin fee / account holder | $641 | $6,500-90.1% | $8,703-92.6% | $7,234-91.1% |