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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 | $16,196 | $77,574-79.1% | $108,753-85.1% | $86,983-81.4% |
| Participation rate | 12.9% | 62.3%-49.4pp | 71.1%-58.2pp | 69.5%-56.6pp |
| Annual return | 18.94% | 18.42%+0.5pp | 37.47%-18.5pp | 25.83%-6.9pp |
| Employer contribution / active EE | $336 | $1,611-79.1% | $2,427-86.1% | $2,584-87.0% |
| Participant deferral / active EE | $362 | $3,128-88.4% | $4,115-91.2% | $4,194-91.4% |
| Admin fee / account holder | $2,023 | $6,529-69.0% | $10,320-80.4% | $7,856-74.3% |