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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 | $19,441 | $72,492-73.2% | $87,102-77.7% | $72,983-73.4% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.9%-30.2pp | 69.5%-22.8pp |
| Annual return | 20.76% | 24.46%-3.7pp | 28.19%-7.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $531 | $1,894-71.9% | $2,521-78.9% | $2,440-78.2% |
| Participant deferral / active EE | $1,181 | $3,270-63.9% | $4,048-70.8% | $3,608-67.3% |
| Admin fee / account holder | $3,429 | $5,055-32.2% | $7,491-54.2% | $5,124-33.1% |