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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 | $12,337 | $54,541-77.4% | $78,778-84.3% | $70,124-82.4% |
| Participation rate | 31.8% | 60.8%-29.0pp | 69.2%-37.4pp | 69.5%-37.8pp |
| Annual return | 17.28% | 21.07%-3.8pp | 35.62%-18.3pp | 73.14%-55.9pp |
| Employer contribution / active EE | $372 | $1,089-65.8% | $1,986-81.3% | $2,342-84.1% |
| Participant deferral / active EE | $702 | $2,210-68.2% | $2,958-76.3% | $3,332-78.9% |
| Admin fee / account holder | $749 | $3,709-79.8% | $5,134-85.4% | $4,645-83.9% |