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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 | $19,193 | $81,403-76.4% | $147,027-86.9% | $87,485-78.1% |
| Participation rate | 15.8% | 63.4%-47.6pp | 73.7%-58.0pp | 68.9%-53.1pp |
| Annual return | 13.42% | 16.51%-3.1pp | 20.23%-6.8pp | 26.06%-12.6pp |
| Employer contribution / active EE | $620 | $2,205-71.9% | $3,626-82.9% | $2,596-76.1% |
| Participant deferral / active EE | $845 | $3,315-74.5% | $4,933-82.9% | $4,274-80.2% |
| Admin fee / account holder | $13,879 | $6,755+105.5% | $12,223+13.5% | $7,775+78.5% |