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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 | $12,797 | $53,774-76.2% | $134,162-90.5% | $79,856-84.0% |
| Participation rate | 20.3% | 58.8%-38.5pp | 72.2%-51.9pp | 69.6%-49.3pp |
| Annual return | 30.69% | 19.01%+11.7pp | 36.35%-5.7pp | 31.71%-1.0pp |
| Employer contribution / active EE | $432 | $1,322-67.3% | $3,705-88.3% | $2,471-82.5% |
| Participant deferral / active EE | $471 | $2,420-80.5% | $3,500-86.5% | $3,741-87.4% |
| Admin fee / account holder | $516 | $3,985-87.1% | $6,685-92.3% | $5,306-90.3% |