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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 | $17,210 | $88,672-80.6% | $105,223-83.6% | $82,448-79.1% |
| Participation rate | 52.9% | 67.9%-15.1pp | 75.0%-22.2pp | 68.1%-15.2pp |
| Annual return | 22.60% | 30.86%-8.3pp | 180.65%-158.1pp | 41.64%-19.0pp |
| Employer contribution / active EE | $970 | $3,048-68.2% | $3,689-73.7% | $2,551-62.0% |
| Participant deferral / active EE | $1,662 | $4,036-58.8% | $5,072-67.2% | $4,139-59.8% |
| Admin fee / account holder | $1,506 | $7,146-78.9% | $8,859-83.0% | $7,234-79.2% |