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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 | $18,774 | $48,364-61.2% | $71,796-73.9% | $62,881-70.1% |
| Participation rate | 39.7% | 60.6%-20.9pp | 69.1%-29.4pp | 69.3%-29.6pp |
| Annual return | 5.60% | 13.16%-7.6pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $596 | $1,042-42.8% | $1,924-69.0% | $2,281-73.9% |
| Participant deferral / active EE | $892 | $2,091-57.4% | $2,794-68.1% | $3,203-72.2% |
| Admin fee / account holder | $593 | $3,771-84.3% | $4,815-87.7% | $4,296-86.2% |