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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 | $19,334 | $81,504-76.3% | $102,437-81.1% | $80,959-76.1% |
| Participation rate | 34.5% | 66.9%-32.4pp | 74.5%-40.0pp | 67.7%-33.2pp |
| Annual return | 14.79% | 25.60%-10.8pp | 24.95%-10.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $801 | $3,104-74.2% | $3,871-79.3% | $2,757-70.9% |
| Participant deferral / active EE | $1,102 | $3,871-71.5% | $5,060-78.2% | $4,300-74.4% |
| Admin fee / account holder | $2,849 | $6,719-57.6% | $8,388-66.0% | $6,925-58.9% |