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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 | $16,547 | $72,273-77.1% | $101,275-83.7% | $79,856-79.3% |
| Participation rate | 38.5% | 68.5%-30.0pp | 75.8%-37.3pp | 69.6%-31.2pp |
| Annual return | 36.42% | 22.30%+14.1pp | 46.48%-10.1pp | 31.71%+4.7pp |
| Employer contribution / active EE | $658 | $2,691-75.5% | $3,660-82.0% | $2,471-73.4% |
| Participant deferral / active EE | $819 | $3,282-75.1% | $4,371-81.3% | $3,741-78.1% |
| Admin fee / account holder | $386 | $4,401-91.2% | $5,948-93.5% | $5,306-92.7% |