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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 | $19,874 | $65,034-69.4% | $90,970-78.2% | $79,856-75.1% |
| Participation rate | 41.2% | 61.6%-20.4pp | 69.0%-27.8pp | 69.6%-28.5pp |
| Annual return | 12.85% | 30.45%-17.6pp | 134.60%-121.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $699 | $1,247-44.0% | $2,122-67.1% | $2,471-71.7% |
| Participant deferral / active EE | $1,101 | $2,512-56.2% | $3,373-67.4% | $3,741-70.6% |
| Admin fee / account holder | $1,233 | $4,536-72.8% | $5,961-79.3% | $5,306-76.8% |