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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 | $12,769 | $65,246-80.4% | $98,716-87.1% | $67,986-81.2% |
| Participation rate | 45.5% | 51.4%-5.9pp | 69.3%-23.8pp | 57.2%-11.7pp |
| Annual return | 14.85% | 20.58%-5.7pp | 31.81%-17.0pp | 31.67%-16.8pp |
| Employer contribution / active EE | $239 | $1,042-77.1% | $2,279-89.5% | $2,019-88.2% |
| Participant deferral / active EE | $1,004 | $2,594-61.3% | $4,048-75.2% | $3,358-70.1% |
| Admin fee / account holder | $937 | $4,561-79.4% | $8,703-89.2% | $3,203-70.7% |