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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 | $18,342 | $72,290-74.6% | $260,467-93.0% | $69,733-73.7% |
| Participation rate | 60.4% | 62.1%-1.8pp | 80.5%-20.1pp | 62.5%-2.1pp |
| Annual return | 14.25% | 15.52%-1.3pp | 100.60%-86.3pp | 15.22%-1.0pp |
| Employer contribution / active EE | $473 | $2,277-79.2% | $4,239-88.8% | $2,250-79.0% |
| Participant deferral / active EE | $1,377 | $3,176-56.6% | $6,319-78.2% | $3,054-54.9% |
| Admin fee / account holder | $1,901 | $6,687-71.6% | $15,461-87.7% | $3,102-38.7% |