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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 | $18,743 | $76,371-75.5% | $93,621-80.0% | $72,976-74.3% |
| Participation rate | 58.1% | 71.8%-13.6pp | 75.8%-17.7pp | 69.5%-11.3pp |
| Annual return | 19.36% | 25.82%-6.5pp | 32.76%-13.4pp | 81.02%-61.7pp |
| Employer contribution / active EE | $459 | $2,276-79.8% | $2,719-83.1% | $2,440-81.2% |
| Participant deferral / active EE | $1,281 | $3,538-63.8% | $4,070-68.5% | $3,608-64.5% |
| Admin fee / account holder | $1,956 | $6,839-71.4% | $7,890-75.2% | $5,124-61.8% |