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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 | $18,228 | $59,220-69.2% | $96,572-81.1% | $79,389-77.0% |
| Participation rate | 23.7% | 61.9%-38.2pp | 69.8%-46.2pp | 70.7%-47.1pp |
| Annual return | 17.18% | 27.08%-9.9pp | 37.79%-20.6pp | 116.89%-99.7pp |
| Employer contribution / active EE | $576 | $1,216-52.7% | $2,357-75.6% | $2,428-76.3% |
| Participant deferral / active EE | $1,266 | $2,948-57.0% | $3,850-67.1% | $4,046-68.7% |
| Admin fee / account holder | $733 | $659+11.3% | $6,183-88.1% | $626+17.0% |