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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 | $77,574-76.4% | $108,753-83.2% | $86,983-79.0% |
| Participation rate | 40.7% | 62.3%-21.6pp | 71.1%-30.3pp | 69.5%-28.8pp |
| Annual return | 12.99% | 18.42%-5.4pp | 37.47%-24.5pp | 25.83%-12.8pp |
| Employer contribution / active EE | $562 | $1,611-65.1% | $2,427-76.9% | $2,584-78.3% |
| Participant deferral / active EE | $1,148 | $3,128-63.3% | $4,115-72.1% | $4,194-72.6% |
| Admin fee / account holder | $1,185 | $6,529-81.8% | $10,320-88.5% | $7,856-84.9% |