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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 | $21,795 | $101,795-78.6% | $165,100-86.8% | $80,959-73.1% |
| Participation rate | 20.8% | 71.8%-51.0pp | 78.6%-57.8pp | 67.7%-46.9pp |
| Annual return | 12.10% | 16.73%-4.6pp | 70.21%-58.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $855 | $2,954-71.1% | $4,348-80.3% | $2,757-69.0% |
| Participant deferral / active EE | $1,087 | $4,476-75.7% | $6,035-82.0% | $4,300-74.7% |
| Admin fee / account holder | $5,713 | $8,221-30.5% | $12,696-55.0% | $6,925-17.5% |