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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 | $12,962 | $63,365-79.5% | $91,994-85.9% | $72,975-82.2% |
| Participation rate | 25.0% | 72.5%-47.5pp | 78.6%-53.6pp | 69.5%-44.5pp |
| Annual return | 22.02% | 35.35%-13.3pp | 69.04%-47.0pp | 81.01%-59.0pp |
| Employer contribution / active EE | $506 | $2,116-76.1% | $3,453-85.3% | $2,440-79.3% |
| Participant deferral / active EE | $884 | $4,883-81.9% | $5,924-85.1% | $3,608-75.5% |
| Admin fee / account holder | $970 | $4,670-79.2% | $7,744-87.5% | $5,124-81.1% |