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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 | $11,454 | $48,078-76.2% | $78,676-85.4% | $62,881-81.8% |
| Participation rate | 47.1% | 65.2%-18.1pp | 73.6%-26.5pp | 69.3%-22.2pp |
| Annual return | 7.66% | 31.36%-23.7pp | 62.19%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $532 | $2,015-73.6% | $2,850-81.3% | $2,281-76.7% |
| Participant deferral / active EE | $642 | $2,587-75.2% | $3,517-81.7% | $3,203-79.9% |
| Admin fee / account holder | $1,490 | $3,206-53.5% | $4,510-67.0% | $4,296-65.3% |