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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 | $13,033 | $41,377-68.5% | $109,313-88.1% | $62,881-79.3% |
| Participation rate | 37.8% | 57.5%-19.7pp | 71.3%-33.4pp | 69.3%-31.5pp |
| Annual return | 6.17% | 11.05%-4.9pp | 22.07%-15.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $999 | $1,276-21.7% | $3,892-74.3% | $2,281-56.2% |
| Participant deferral / active EE | $430 | $2,045-79.0% | $3,166-86.4% | $3,203-86.6% |
| Admin fee / account holder | $512 | $2,884-82.2% | $5,666-91.0% | $4,296-88.1% |