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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 | $19,887 | $95,453-79.2% | $112,040-82.3% | $82,448-75.9% |
| Participation rate | 37.0% | 72.8%-35.7pp | 76.5%-39.5pp | 68.1%-31.0pp |
| Annual return | 15.09% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $829 | $2,318-64.2% | $2,954-71.9% | $2,551-67.5% |
| Participant deferral / active EE | $1,769 | $4,224-58.1% | $5,098-65.3% | $4,139-57.3% |
| Admin fee / account holder | $916 | $9,013-89.8% | $12,098-92.4% | $7,234-87.3% |