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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 | $12,613 | $65,367-80.7% | $92,915-86.4% | $72,976-82.7% |
| Participation rate | 21.7% | 68.3%-46.6pp | 76.0%-54.3pp | 69.5%-47.8pp |
| Annual return | 25.98% | 42.11%-16.1pp | 109.45%-83.5pp | 81.02%-55.0pp |
| Employer contribution / active EE | $703 | $2,594-72.9% | $3,653-80.8% | $2,440-71.2% |
| Participant deferral / active EE | $1,057 | $3,128-66.2% | $4,238-75.1% | $3,608-70.7% |
| Admin fee / account holder | $2,615 | $4,251-38.5% | $5,796-54.9% | $5,124-49.0% |