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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 | $20,769 | $86,949-76.1% | $102,460-79.7% | $80,959-74.3% |
| Participation rate | 41.2% | 72.4%-31.2pp | 76.5%-35.3pp | 67.7%-26.5pp |
| Annual return | 10.79% | 18.89%-8.1pp | 29.47%-18.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $727 | $2,370-69.3% | $3,025-76.0% | $2,757-73.6% |
| Participant deferral / active EE | $964 | $4,121-76.6% | $5,056-80.9% | $4,300-77.6% |
| Admin fee / account holder | $1,720 | $8,048-78.6% | $9,460-81.8% | $6,925-75.2% |