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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 | $21,982 | $73,532-70.1% | $178,505-87.7% | $74,478-70.5% |
| Participation rate | 20.1% | 66.6%-46.5pp | 77.1%-57.0pp | 67.2%-47.1pp |
| Annual return | 13.43% | 17.49%-4.1pp | 27.16%-13.7pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $664 | $2,221-70.1% | $3,955-83.2% | $2,626-74.7% |
| Participant deferral / active EE | $1,138 | $4,519-74.8% | $6,280-81.9% | $4,350-73.8% |
| Admin fee / account holder | $486 | $1,813-73.2% | $10,428-95.3% | $1,946-75.0% |