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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 | $14,856 | $41,377-64.1% | $109,313-86.4% | $62,881-76.4% |
| Participation rate | 45.2% | 57.5%-12.3pp | 71.3%-26.0pp | 69.3%-24.1pp |
| Annual return | 6.69% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $484 | $1,276-62.0% | $3,892-87.6% | $2,281-78.8% |
| Participant deferral / active EE | $663 | $2,045-67.6% | $3,166-79.1% | $3,203-79.3% |
| Admin fee / account holder | $1,559 | $2,884-45.9% | $5,666-72.5% | $4,296-63.7% |