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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 | $18,801 | $67,602-72.2% | $82,312-77.2% | $70,126-73.2% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 13.81% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $586 | $1,755-66.6% | $2,428-75.9% | $2,343-75.0% |
| Participant deferral / active EE | $783 | $2,987-73.8% | $3,706-78.9% | $3,332-76.5% |
| Admin fee / account holder | $8,121 | $4,512+80.0% | $5,608+44.8% | $4,645+74.8% |