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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 | $18,229 | $88,360-79.4% | $145,433-87.5% | $67,986-73.2% |
| Participation rate | 38.8% | 65.5%-26.7pp | 82.1%-43.3pp | 57.2%-18.4pp |
| Annual return | 16.19% | 63.15%-47.0pp | 66.58%-50.4pp | 31.67%-15.5pp |
| Employer contribution / active EE | $517 | $3,054-83.1% | $4,554-88.6% | $2,019-74.4% |
| Participant deferral / active EE | $905 | $5,932-84.8% | $7,897-88.5% | $3,358-73.1% |
| Admin fee / account holder | $3,674 | $3,313+10.9% | $13,129-72.0% | $3,203+14.7% |