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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 | $14,694 | $63,949-77.0% | $129,031-88.6% | $94,015-84.4% |
| Participation rate | 41.9% | 63.4%-21.5pp | 73.4%-31.4pp | 70.8%-28.9pp |
| Annual return | 15.16% | 17.56%-2.4pp | 34.67%-19.5pp | 17.84%-2.7pp |
| Employer contribution / active EE | $529 | $1,865-71.6% | $3,226-83.6% | $2,790-81.0% |
| Participant deferral / active EE | $631 | $3,686-82.9% | $5,217-87.9% | $4,249-85.2% |
| Admin fee / account holder | $1,129 | $5,523-79.6% | $13,208-91.5% | $8,951-87.4% |