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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 | $12,015 | $58,828-79.6% | $78,002-84.6% | $62,881-80.9% |
| Participation rate | 65.0% | 71.1%-6.1pp | 75.5%-10.5pp | 69.3%-4.3pp |
| Annual return | 5.79% | 17.16%-11.4pp | 425.99%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $717 | $1,672-57.1% | $2,470-71.0% | $2,281-68.6% |
| Participant deferral / active EE | $981 | $2,686-63.5% | $3,497-71.9% | $3,203-69.4% |
| Admin fee / account holder | $2,383 | $4,393-45.8% | $5,481-56.5% | $4,296-44.5% |