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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 | $11,280 | $74,535-84.9% | $100,712-88.8% | $82,637-86.4% |
| Participation rate | 28.6% | 61.2%-32.6pp | 69.3%-40.7pp | 68.1%-39.5pp |
| Annual return | 20.47% | 18.92%+1.5pp | 33.27%-12.8pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $731 | $3,074-76.2% | $4,085-82.1% | $4,126-82.3% |
| Admin fee / account holder | $325 | $6,576-95.1% | $9,256-96.5% | $7,339-95.6% |