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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 | $76,834-83.2% | $108,359-88.1% | $87,485-85.3% |
| Participation rate | 32.8% | 61.7%-29.0pp | 70.1%-37.4pp | 68.9%-36.2pp |
| Annual return | 13.35% | 19.09%-5.7pp | 36.89%-23.5pp | 26.06%-12.7pp |
| Employer contribution / active EE | $432 | $1,556-72.3% | $2,399-82.0% | $2,596-83.4% |
| Participant deferral / active EE | $684 | $3,100-77.9% | $4,137-83.5% | $4,274-84.0% |
| Admin fee / account holder | $4,749 | $6,537-27.3% | $9,741-51.2% | $7,775-38.9% |