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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 | $20,009 | $70,486-71.6% | $100,528-80.1% | $79,852-74.9% |
| Participation rate | 21.4% | 73.6%-52.2pp | 79.4%-58.0pp | 69.6%-48.2pp |
| Annual return | 16.42% | 21.90%-5.5pp | 30.90%-14.5pp | 31.72%-15.3pp |
| Employer contribution / active EE | $396 | $2,165-81.7% | $3,419-88.4% | $2,471-84.0% |
| Participant deferral / active EE | $700 | $5,182-86.5% | $6,271-88.8% | $3,740-81.3% |
| Admin fee / account holder | $7,194 | $4,480+60.6% | $8,084-11.0% | $5,306+35.6% |