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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 | $19,265 | $101,778-81.1% | $164,975-88.3% | $80,925-76.2% |
| Participation rate | 41.5% | 71.8%-30.4pp | 78.6%-37.2pp | 67.7%-26.2pp |
| Annual return | 11.03% | 16.73%-5.7pp | 70.12%-59.1pp | 35.65%-24.6pp |
| Employer contribution / active EE | $928 | $2,954-68.6% | $4,343-78.6% | $2,756-66.3% |
| Participant deferral / active EE | $1,329 | $4,477-70.3% | $6,033-78.0% | $4,299-69.1% |
| Admin fee / account holder | $11,865 | $8,221+44.3% | $12,688-6.5% | $6,940+71.0% |