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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 | $19,238 | $95,453-79.8% | $112,040-82.8% | $82,448-76.7% |
| Participation rate | 32.7% | 72.8%-40.1pp | 76.5%-43.8pp | 68.1%-35.4pp |
| Annual return | 17.35% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $737 | $4,224-82.5% | $5,098-85.5% | $4,139-82.2% |
| Admin fee / account holder | $304 | $9,013-96.6% | $12,098-97.5% | $7,234-95.8% |