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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 | $19,090 | $81,208-76.5% | $98,920-80.7% | $79,856-76.1% |
| Participation rate | 52.2% | 72.5%-20.3pp | 76.0%-23.8pp | 69.6%-17.4pp |
| Annual return | 13.40% | 60.99%-47.6pp | 196.47%-183.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $510 | $1,960-74.0% | $2,689-81.0% | $2,471-79.4% |
| Participant deferral / active EE | $1,160 | $3,265-64.5% | $4,245-72.7% | $3,741-69.0% |
| Admin fee / account holder | $2,226 | $6,013-63.0% | $6,643-66.5% | $5,306-58.1% |