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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 | $23,850 | $76,112-68.7% | $96,544-75.3% | $71,529-66.7% |
| Participation rate | 39.2% | 74.4%-35.2pp | 76.0%-36.8pp | 67.9%-28.7pp |
| Annual return | 20.76% | 22.80%-2.0pp | 25.88%-5.1pp | 28.97%-8.2pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,286 | $4,217-69.5% | $4,851-73.5% | $4,291-70.0% |
| Admin fee / account holder | $592 | $2,708-78.2% | $8,254-92.8% | $1,588-62.8% |