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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 | $17,968 | $87,132-79.4% | $105,624-83.0% | $80,959-77.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 10.87% | 17.03%-6.2pp | 116.20%-105.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $694 | $2,397-71.0% | $3,168-78.1% | $2,757-74.8% |
| Participant deferral / active EE | $1,638 | $3,985-58.9% | $5,013-67.3% | $4,300-61.9% |
| Admin fee / account holder | $321 | $8,449-96.2% | $10,961-97.1% | $6,925-95.4% |