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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 | $13,328 | $41,377-67.8% | $109,313-87.8% | $62,881-78.8% |
| Participation rate | 27.6% | 57.5%-30.0pp | 71.3%-43.7pp | 69.3%-41.7pp |
| Annual return | 12.51% | 11.05%+1.5pp | 22.07%-9.6pp | 20.14%-7.6pp |
| Employer contribution / active EE | $227 | $1,276-82.2% | $3,892-94.2% | $2,281-90.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,877 | $2,884+69.1% | $5,666-13.9% | $4,296+13.5% |