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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 | $13,620 | $63,809-78.7% | $81,353-83.3% | $80,935-83.2% |
| Participation rate | 23.4% | 63.9%-40.5pp | 69.5%-46.1pp | 67.7%-44.3pp |
| Annual return | 12.27% | 16.37%-4.1pp | 24.82%-12.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $672 | $1,981-66.1% | $2,464-72.7% | $2,757-75.6% |
| Participant deferral / active EE | $1,005 | $3,093-67.5% | $3,885-74.1% | $4,299-76.6% |
| Admin fee / account holder | $450 | $5,686-92.1% | $5,766-92.2% | $6,924-93.5% |