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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 | $74,535-75.4% | $100,712-81.8% | $82,637-77.8% |
| Participation rate | 40.7% | 61.2%-20.4pp | 69.3%-28.5pp | 68.1%-27.3pp |
| Annual return | 12.99% | 18.92%-5.9pp | 33.27%-20.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $562 | $1,503-62.6% | $2,313-75.7% | $2,552-78.0% |
| Participant deferral / active EE | $1,148 | $3,074-62.6% | $4,085-71.9% | $4,126-72.2% |
| Admin fee / account holder | $1,185 | $6,576-82.0% | $9,256-87.2% | $7,339-83.8% |