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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 | $22,445 | $60,349-62.8% | $74,184-69.7% | $62,881-64.3% |
| Participation rate | 35.1% | 72.7%-37.6pp | 76.6%-41.5pp | 69.3%-34.2pp |
| Annual return | 5.46% | 21.38%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $344 | $1,680-79.5% | $2,370-85.5% | $2,281-84.9% |
| Participant deferral / active EE | $1,222 | $2,856-57.2% | $3,550-65.6% | $3,203-61.8% |
| Admin fee / account holder | $2,621 | $4,261-38.5% | $5,586-53.1% | $4,296-39.0% |