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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 | $13,062 | $61,338-78.7% | $149,717-91.3% | $71,495-81.7% |
| Participation rate | 19.8% | 62.5%-42.7pp | 78.8%-59.0pp | 67.9%-48.1pp |
| Annual return | 24.36% | 35.86%-11.5pp | 134.41%-110.0pp | 28.85%-4.5pp |
| Employer contribution / active EE | $438 | $2,381-81.6% | $4,820-90.9% | $2,589-83.1% |
| Participant deferral / active EE | $799 | $2,919-72.6% | $5,682-85.9% | $4,291-81.4% |
| Admin fee / account holder | $1,155 | $1,263-8.6% | $13,213-91.3% | $1,588-27.3% |