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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 | $13,470 | $55,713-75.8% | $75,901-82.3% | $72,975-81.5% |
| Participation rate | 40.4% | 61.1%-20.7pp | 69.3%-28.9pp | 69.5%-29.1pp |
| Annual return | 20.33% | 27.60%-7.3pp | 30.76%-10.4pp | 81.01%-60.7pp |
| Employer contribution / active EE | $638 | $1,687-62.2% | $2,501-74.5% | $2,440-73.9% |
| Participant deferral / active EE | $777 | $2,634-70.5% | $3,603-78.4% | $3,608-78.5% |
| Admin fee / account holder | $1,267 | $3,980-68.2% | $5,420-76.6% | $5,124-75.3% |