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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 | $12,900 | $73,787-82.5% | $98,716-86.9% | $82,448-84.4% |
| Participation rate | 32.8% | 61.4%-28.6pp | 69.3%-36.5pp | 68.1%-35.3pp |
| Annual return | 13.35% | 18.57%-5.2pp | 31.81%-18.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $432 | $1,511-71.4% | $2,279-81.1% | $2,551-83.1% |
| Participant deferral / active EE | $684 | $3,081-77.8% | $4,048-83.1% | $4,139-83.5% |
| Admin fee / account holder | $4,749 | $6,500-26.9% | $8,703-45.4% | $7,234-34.4% |