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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 | $29,014 | $97,550-70.3% | $120,344-75.9% | $87,485-66.8% |
| Participation rate | 11.6% | 72.8%-61.2pp | 76.7%-65.1pp | 68.9%-57.3pp |
| Annual return | 18.68% | 18.41%+0.3pp | 20.30%-1.6pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $892 | $4,230-78.9% | $5,135-82.6% | $4,274-79.1% |
| Admin fee / account holder | $1,603 | $9,543-83.2% | $12,742-87.4% | $7,775-79.4% |