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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 | $15,051 | $58,512-74.3% | $84,020-82.1% | $72,983-79.4% |
| Participation rate | 32.3% | 61.2%-29.0pp | 69.0%-36.8pp | 69.5%-37.2pp |
| Annual return | 26.82% | 28.93%-2.1pp | 71.31%-44.5pp | 81.01%-54.2pp |
| Employer contribution / active EE | $228 | $1,163-80.4% | $1,984-88.5% | $2,440-90.7% |
| Participant deferral / active EE | $667 | $2,394-72.1% | $3,239-79.4% | $3,608-81.5% |
| Admin fee / account holder | $2,934 | $4,569-35.8% | $6,101-51.9% | $5,124-42.7% |