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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 | $14,188 | $71,208-80.1% | $93,681-84.9% | $80,911-82.5% |
| Participation rate | 22.6% | 60.4%-37.8pp | 68.7%-46.1pp | 67.6%-45.1pp |
| Annual return | 21.44% | 11.27%+10.2pp | 133.47%-112.0pp | 35.63%-14.2pp |
| Employer contribution / active EE | $422 | $1,564-73.1% | $2,422-82.6% | $2,756-84.7% |
| Participant deferral / active EE | $530 | $4,035-86.9% | $4,415-88.0% | $4,297-87.7% |
| Admin fee / account holder | $2,420 | $6,951-65.2% | $8,290-70.8% | $6,935-65.1% |