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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 | $12,040 | $63,082-80.9% | $81,726-85.3% | $79,856-84.9% |
| Participation rate | 22.4% | 67.5%-45.2pp | 72.0%-49.6pp | 69.6%-47.3pp |
| Annual return | 17.66% | 22.66%-5.0pp | 29.49%-11.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $402 | $1,795-77.6% | $4,311-90.7% | $2,471-83.7% |
| Participant deferral / active EE | $434 | $2,780-84.4% | $7,108-93.9% | $3,741-88.4% |
| Admin fee / account holder | $350 | $4,428-92.1% | $5,160-93.2% | $5,306-93.4% |