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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 | $13,663 | $70,917-80.7% | $98,920-86.2% | $73,493-81.4% |
| Participation rate | 43.1% | 73.8%-30.7pp | 76.0%-32.9pp | 70.7%-27.5pp |
| Annual return | 27.35% | 34.18%-6.8pp | 196.47%-169.1pp | 28.51%-1.2pp |
| Employer contribution / active EE | $1,015 | $2,037-50.2% | $2,689-62.2% | $2,270-55.3% |
| Participant deferral / active EE | $1,517 | $3,501-56.7% | $4,245-64.3% | $3,740-59.4% |
| Admin fee / account holder | $634 | $535+18.5% | $6,643-90.5% | $513+23.6% |