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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 | $15,025 | $56,054-73.2% | $171,082-91.2% | $62,881-76.1% |
| Participation rate | 17.9% | 62.9%-45.0pp | 76.7%-58.8pp | 69.3%-51.4pp |
| Annual return | 7.34% | 22.52%-15.2pp | 32.56%-25.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $295 | $3,158-90.7% | $4,797-93.8% | $3,203-90.8% |
| Admin fee / account holder | $1,311 | $3,647-64.1% | $8,520-84.6% | $4,296-69.5% |