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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 | $28,190 | $153,769-81.7% | $133,975-79.0% | $273,972-89.7% |
| Participation rate | 65.0% | 88.4%-23.4pp | 87.1%-22.1pp | 83.0%-18.0pp |
| Annual return | 12.56% | 36.51%-23.9pp | 29.29%-16.7pp | 41.46%-28.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,028 | $6,958-85.2% | $6,282-83.6% | $5,287-80.6% |
| Admin fee / account holder | $8,514 | $11,765-27.6% | $9,324-8.7% | $10,133-16.0% |