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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 | $64,010-79.0% | $108,359-87.6% | $64,340-79.1% |
| Participation rate | 52.7% | 49.4%+3.3pp | 70.1%-17.4pp | 55.2%-2.6pp |
| Annual return | 16.56% | 19.74%-3.2pp | 36.89%-20.3pp | 24.14%-7.6pp |
| Employer contribution / active EE | $223 | $1,029-78.3% | $2,399-90.7% | $1,862-88.0% |
| Participant deferral / active EE | $1,014 | $2,395-57.7% | $4,137-75.5% | $2,980-66.0% |
| Admin fee / account holder | $855 | $4,885-82.5% | $9,741-91.2% | $3,703-76.9% |