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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 | $12,808 | $101,795-87.4% | $165,100-92.2% | $80,959-84.2% |
| Participation rate | 35.7% | 71.8%-36.1pp | 78.6%-42.9pp | 67.7%-32.0pp |
| Annual return | 16.87% | 16.73%+0.1pp | 70.21%-53.3pp | 35.67%-18.8pp |
| Employer contribution / active EE | $845 | $2,954-71.4% | $4,348-80.6% | $2,757-69.3% |
| Participant deferral / active EE | $1,063 | $4,476-76.3% | $6,035-82.4% | $4,300-75.3% |
| Admin fee / account holder | $340 | $8,221-95.9% | $12,696-97.3% | $6,925-95.1% |