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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 | $19,649 | $65,027-69.8% | $90,970-78.4% | $79,852-75.4% |
| Participation rate | 59.1% | 61.6%-2.5pp | 69.0%-9.9pp | 69.6%-10.5pp |
| Annual return | 11.08% | 30.45%-19.4pp | 134.58%-123.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $367 | $1,247-70.6% | $2,122-82.7% | $2,471-85.1% |
| Participant deferral / active EE | $781 | $2,512-68.9% | $3,373-76.8% | $3,740-79.1% |
| Admin fee / account holder | $1,740 | $4,535-61.6% | $5,960-70.8% | $5,306-67.2% |