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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 | $18,309 | $73,787-75.2% | $98,716-81.5% | $82,448-77.8% |
| Participation rate | 40.7% | 61.4%-20.7pp | 69.3%-28.6pp | 68.1%-27.3pp |
| Annual return | 12.99% | 18.57%-5.6pp | 31.81%-18.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $562 | $1,511-62.8% | $2,279-75.3% | $2,551-78.0% |
| Participant deferral / active EE | $1,148 | $3,081-62.7% | $4,048-71.6% | $4,139-72.3% |
| Admin fee / account holder | $1,185 | $6,500-81.8% | $8,703-86.4% | $7,234-83.6% |