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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 | $18,957 | $48,364-60.8% | $71,796-73.6% | $62,881-69.9% |
| Participation rate | 40.4% | 60.6%-20.3pp | 69.1%-28.8pp | 69.3%-29.0pp |
| Annual return | 6.10% | 13.16%-7.1pp | 78.04%-71.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $243 | $1,042-76.7% | $1,924-87.4% | $2,281-89.3% |
| Participant deferral / active EE | $907 | $2,091-56.6% | $2,794-67.5% | $3,203-71.7% |
| Admin fee / account holder | $740 | $3,771-80.4% | $4,815-84.6% | $4,296-82.8% |