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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 | $17,511 | $60,349-71.0% | $74,184-76.4% | $62,881-72.2% |
| Participation rate | 38.2% | 72.7%-34.5pp | 76.6%-38.4pp | 69.3%-31.1pp |
| Annual return | 5.88% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $458 | $1,680-72.8% | $2,370-80.7% | $2,281-79.9% |
| Participant deferral / active EE | $956 | $2,856-66.5% | $3,550-73.1% | $3,203-70.2% |
| Admin fee / account holder | $1,099 | $4,261-74.2% | $5,586-80.3% | $4,296-74.4% |