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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 | $20,588 | $69,977-70.6% | $108,582-81.0% | $62,881-67.3% |
| Participation rate | 28.0% | 72.9%-44.9pp | 79.6%-51.6pp | 69.3%-41.3pp |
| Annual return | 6.58% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $954 | $2,135-55.3% | $3,758-74.6% | $2,281-58.2% |
| Participant deferral / active EE | $1,330 | $3,165-58.0% | $4,311-69.1% | $3,203-58.5% |
| Admin fee / account holder | $1,108 | $5,076-78.2% | $7,645-85.5% | $4,296-74.2% |