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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 | $20,691 | $58,828-64.8% | $78,002-73.5% | $62,881-67.1% |
| Participation rate | 50.6% | 71.1%-20.4pp | 75.5%-24.9pp | 69.3%-18.7pp |
| Annual return | 9.20% | 17.16%-8.0pp | 425.99%-416.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $460 | $1,672-72.5% | $2,470-81.4% | $2,281-79.8% |
| Participant deferral / active EE | $873 | $2,686-67.5% | $3,497-75.0% | $3,203-72.7% |
| Admin fee / account holder | $2,622 | $4,393-40.3% | $5,481-52.2% | $4,296-39.0% |