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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 | $77,896-75.4% | $134,172-85.7% | $82,448-76.7% |
| Participation rate | 15.8% | 62.8%-47.0pp | 72.5%-56.7pp | 68.1%-52.3pp |
| Annual return | 13.42% | 18.21%-4.8pp | 25.30%-11.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $620 | $2,159-71.3% | $3,420-81.9% | $2,551-75.7% |
| Participant deferral / active EE | $845 | $3,162-73.3% | $4,690-82.0% | $4,139-79.6% |
| Admin fee / account holder | $13,879 | $6,336+119.0% | $12,016+15.5% | $7,234+91.8% |