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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 | $17,347 | $60,349-71.3% | $74,184-76.6% | $62,881-72.4% |
| Participation rate | 34.5% | 72.7%-38.2pp | 76.6%-42.1pp | 69.3%-34.8pp |
| Annual return | 6.61% | 21.38%-14.8pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $589 | $1,680-64.9% | $2,370-75.1% | $2,281-74.2% |
| Participant deferral / active EE | $801 | $2,856-72.0% | $3,550-77.4% | $3,203-75.0% |
| Admin fee / account holder | $300 | $4,261-92.9% | $5,586-94.6% | $4,296-93.0% |