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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 | $13,446 | $65,246-79.4% | $98,716-86.4% | $67,986-80.2% |
| Participation rate | 52.7% | 51.4%+1.2pp | 69.3%-16.6pp | 57.2%-4.5pp |
| Annual return | 16.56% | 20.58%-4.0pp | 31.81%-15.3pp | 31.67%-15.1pp |
| Employer contribution / active EE | $223 | $1,042-78.6% | $2,279-90.2% | $2,019-88.9% |
| Participant deferral / active EE | $1,014 | $2,594-60.9% | $4,048-74.9% | $3,358-69.8% |
| Admin fee / account holder | $855 | $4,561-81.2% | $8,703-90.2% | $3,203-73.3% |