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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 | $12,865 | $54,541-76.4% | $78,778-83.7% | $70,126-81.7% |
| Participation rate | 23.1% | 60.8%-37.7pp | 69.2%-46.1pp | 69.5%-46.5pp |
| Annual return | 17.48% | 21.07%-3.6pp | 35.62%-18.1pp | 73.15%-55.7pp |
| Employer contribution / active EE | $235 | $1,089-78.4% | $1,986-88.2% | $2,343-90.0% |
| Participant deferral / active EE | $104 | $2,210-95.3% | $2,958-96.5% | $3,332-96.9% |
| Admin fee / account holder | $1,060 | $3,709-71.4% | $5,134-79.3% | $4,645-77.2% |