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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 | $15,000 | $81,504-81.6% | $102,437-85.4% | $80,959-81.5% |
| Participation rate | 35.5% | 66.9%-31.4pp | 74.5%-39.0pp | 67.7%-32.2pp |
| Annual return | 13.02% | 25.60%-12.6pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $856 | $3,104-72.4% | $3,871-77.9% | $2,757-68.9% |
| Participant deferral / active EE | $1,588 | $3,871-59.0% | $5,060-68.6% | $4,300-63.1% |
| Admin fee / account holder | $522 | $6,719-92.2% | $8,388-93.8% | $6,925-92.5% |