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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 | $17,442 | $65,041-73.2% | $90,965-80.8% | $79,858-78.2% |
| Participation rate | 34.4% | 61.6%-27.2pp | 69.0%-34.6pp | 69.6%-35.3pp |
| Annual return | 13.63% | 30.45%-16.8pp | 134.57%-120.9pp | 31.72%-18.1pp |
| Employer contribution / active EE | $449 | $1,247-64.0% | $2,122-78.8% | $2,471-81.8% |
| Participant deferral / active EE | $1,067 | $2,512-57.5% | $3,373-68.4% | $3,740-71.5% |
| Admin fee / account holder | $682 | $4,536-85.0% | $5,960-88.6% | $5,306-87.2% |