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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 | $17,164 | $86,949-80.3% | $102,460-83.2% | $80,959-78.8% |
| Participation rate | 23.2% | 72.4%-49.2pp | 76.5%-53.3pp | 67.7%-44.5pp |
| Annual return | 21.73% | 18.89%+2.8pp | 29.47%-7.7pp | 35.67%-13.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,054 | $4,121-74.4% | $5,056-79.2% | $4,300-75.5% |
| Admin fee / account holder | $910 | $8,048-88.7% | $9,460-90.4% | $6,925-86.9% |