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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 | $20,290 | $65,027-68.8% | $90,970-77.7% | $79,852-74.6% |
| Participation rate | 37.0% | 61.6%-24.7pp | 69.0%-32.1pp | 69.6%-32.7pp |
| Annual return | 15.85% | 30.45%-14.6pp | 134.58%-118.7pp | 31.72%-15.9pp |
| Employer contribution / active EE | $673 | $1,247-46.1% | $2,122-68.3% | $2,471-72.8% |
| Participant deferral / active EE | $1,057 | $2,512-57.9% | $3,373-68.7% | $3,740-71.7% |
| Admin fee / account holder | $736 | $4,535-83.8% | $5,960-87.7% | $5,306-86.1% |