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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 | $19,644 | $54,541-64.0% | $78,778-75.1% | $70,124-72.0% |
| Participation rate | 38.2% | 60.8%-22.6pp | 69.2%-31.0pp | 69.5%-31.4pp |
| Annual return | 17.74% | 21.07%-3.3pp | 35.62%-17.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $199 | $1,089-81.7% | $1,986-90.0% | $2,342-91.5% |
| Participant deferral / active EE | $764 | $2,210-65.4% | $2,958-74.2% | $3,332-77.1% |
| Admin fee / account holder | $1,962 | $3,709-47.1% | $5,134-61.8% | $4,645-57.8% |