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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 | $19,198 | $71,215-73.0% | $93,696-79.5% | $80,935-76.3% |
| Participation rate | 19.0% | 60.4%-41.4pp | 68.7%-49.7pp | 67.7%-48.7pp |
| Annual return | 12.98% | 11.27%+1.7pp | 133.74%-120.8pp | 35.66%-22.7pp |
| Employer contribution / active EE | $523 | $1,565-66.6% | $2,422-78.4% | $2,757-81.0% |
| Participant deferral / active EE | $893 | $4,037-77.9% | $4,417-79.8% | $4,299-79.2% |
| Admin fee / account holder | $397 | $6,958-94.3% | $8,287-95.2% | $6,924-94.3% |