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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 | $15,135 | $60,349-74.9% | $74,184-79.6% | $62,881-75.9% |
| Participation rate | 30.2% | 72.7%-42.5pp | 76.6%-46.4pp | 69.3%-39.1pp |
| Annual return | 10.91% | 21.38%-10.5pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $506 | $1,680-69.9% | $2,370-78.7% | $2,281-77.8% |
| Participant deferral / active EE | $1,209 | $2,856-57.7% | $3,550-65.9% | $3,203-62.2% |
| Admin fee / account holder | $1,087 | $4,261-74.5% | $5,586-80.5% | $4,296-74.7% |