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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 | $18,666 | $86,949-78.5% | $102,460-81.8% | $80,959-76.9% |
| Participation rate | 15.9% | 72.4%-56.5pp | 76.5%-60.7pp | 67.7%-51.8pp |
| Annual return | 10.94% | 18.89%-8.0pp | 29.47%-18.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,392 | $4,121-66.2% | $5,056-72.5% | $4,300-67.6% |
| Admin fee / account holder | $4,456 | $8,048-44.6% | $9,460-52.9% | $6,925-35.7% |