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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 | $12,870 | $60,349-78.7% | $74,184-82.7% | $62,881-79.5% |
| Participation rate | 14.3% | 72.7%-58.4pp | 76.6%-62.3pp | 69.3%-55.0pp |
| Annual return | 7.25% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $453 | $1,680-73.1% | $2,370-80.9% | $2,281-80.1% |
| Participant deferral / active EE | $685 | $2,856-76.0% | $3,550-80.7% | $3,203-78.6% |
| Admin fee / account holder | $1,327 | $4,261-68.9% | $5,586-76.2% | $4,296-69.1% |