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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 | $19,812 | $54,541-63.7% | $78,778-74.9% | $70,126-71.7% |
| Participation rate | 58.2% | 60.8%-2.6pp | 69.2%-11.0pp | 69.5%-11.4pp |
| Annual return | 16.93% | 21.07%-4.1pp | 35.62%-18.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $232 | $1,089-78.6% | $1,986-88.3% | $2,343-90.1% |
| Participant deferral / active EE | $270 | $2,210-87.8% | $2,958-90.9% | $3,332-91.9% |
| Admin fee / account holder | $791 | $3,709-78.7% | $5,134-84.6% | $4,645-83.0% |