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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 | $19,384 | $106,749-81.8% | $145,433-86.7% | $82,448-76.5% |
| Participation rate | 36.5% | 75.6%-39.2pp | 82.1%-45.6pp | 68.1%-31.6pp |
| Annual return | 19.93% | 27.59%-7.7pp | 66.58%-46.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $823 | $3,444-76.1% | $4,554-81.9% | $2,551-67.7% |
| Participant deferral / active EE | $1,453 | $6,519-77.7% | $7,897-81.6% | $4,139-64.9% |
| Admin fee / account holder | $1,274 | $8,390-84.8% | $13,129-90.3% | $7,234-82.4% |