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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 | $32,355 | $97,550-66.8% | $120,344-73.1% | $87,485-63.0% |
| Participation rate | 19.0% | 72.8%-53.8pp | 76.7%-57.7pp | 68.9%-49.9pp |
| Annual return | 14.03% | 18.41%-4.4pp | 20.30%-6.3pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $536 | $4,230-87.3% | $5,135-89.6% | $4,274-87.5% |
| Admin fee / account holder | $1,480 | $9,543-84.5% | $12,742-88.4% | $7,775-81.0% |