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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 | $13,438 | $71,215-81.1% | $93,696-85.7% | $80,935-83.4% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.9pp | 67.7%-15.8pp |
| Annual return | 12.86% | 11.27%+1.6pp | 133.74%-120.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $742 | $1,565-52.6% | $2,422-69.3% | $2,757-73.1% |
| Participant deferral / active EE | $1,127 | $4,037-72.1% | $4,417-74.5% | $4,299-73.8% |
| Admin fee / account holder | $342 | $6,958-95.1% | $8,287-95.9% | $6,924-95.1% |