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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 | $21,024 | $60,349-65.2% | $74,184-71.7% | $62,881-66.6% |
| Participation rate | 31.9% | 72.7%-40.9pp | 76.6%-44.8pp | 69.3%-37.4pp |
| Annual return | 9.94% | 21.38%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $607 | $1,680-63.9% | $2,370-74.4% | $2,281-73.4% |
| Participant deferral / active EE | $919 | $2,856-67.8% | $3,550-74.1% | $3,203-71.3% |
| Admin fee / account holder | $1,048 | $4,261-75.4% | $5,586-81.2% | $4,296-75.6% |