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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 | $17,265 | $78,520-78.0% | $96,576-82.1% | $82,448-79.1% |
| Participation rate | 32.6% | 77.7%-45.1pp | 81.4%-48.8pp | 68.1%-35.5pp |
| Annual return | 19.02% | 41.30%-22.3pp | 38.47%-19.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $131 | $2,630-95.0% | $3,553-96.3% | $2,551-94.8% |
| Participant deferral / active EE | $657 | $6,754-90.3% | $7,956-91.7% | $4,139-84.1% |
| Admin fee / account holder | $3,449 | $13,455-74.4% | $11,381-69.7% | $7,234-52.3% |