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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 | $24,740 | $67,602-63.4% | $82,312-69.9% | $70,126-64.7% |
| Participation rate | 64.9% | 72.8%-7.9pp | 76.9%-12.0pp | 69.5%-4.7pp |
| Annual return | 15.14% | 21.57%-6.4pp | 25.88%-10.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $627 | $1,755-64.3% | $2,428-74.2% | $2,343-73.2% |
| Participant deferral / active EE | $867 | $2,987-71.0% | $3,706-76.6% | $3,332-74.0% |
| Admin fee / account holder | $1,781 | $4,512-60.5% | $5,608-68.2% | $4,645-61.7% |