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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 | $13,392 | $68,852-80.5% | $120,524-88.9% | $80,925-83.5% |
| Participation rate | 29.0% | 61.6%-32.6pp | 71.9%-42.9pp | 67.7%-38.6pp |
| Annual return | 18.68% | 23.67%-5.0pp | 107.36%-88.7pp | 35.65%-17.0pp |
| Employer contribution / active EE | $626 | $2,063-69.7% | $3,469-82.0% | $2,756-77.3% |
| Participant deferral / active EE | $780 | $3,187-75.5% | $4,994-84.4% | $4,299-81.8% |
| Admin fee / account holder | $604 | $5,781-89.6% | $9,440-93.6% | $6,940-91.3% |