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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 | $24,182 | $79,557-69.6% | $118,746-79.6% | $70,126-65.5% |
| Participation rate | 45.9% | 71.4%-25.5pp | 78.3%-32.4pp | 69.5%-23.6pp |
| Annual return | 12.57% | 25.64%-13.1pp | 24.54%-12.0pp | 73.15%-60.6pp |
| Employer contribution / active EE | $705 | $2,861-75.4% | $4,193-83.2% | $2,343-69.9% |
| Participant deferral / active EE | $1,151 | $4,089-71.8% | $5,332-78.4% | $3,332-65.4% |
| Admin fee / account holder | $2,851 | $5,374-47.0% | $10,720-73.4% | $4,645-38.6% |