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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 | $20,540 | $95,404-78.5% | $113,397-81.9% | $82,637-75.1% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 12.64% | 19.08%-6.4pp | 23.20%-10.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $856 | $2,307-62.9% | $2,977-71.2% | $2,552-66.4% |
| Participant deferral / active EE | $1,247 | $4,220-70.5% | $5,076-75.4% | $4,126-69.8% |
| Admin fee / account holder | $625 | $9,168-93.2% | $11,957-94.8% | $7,339-91.5% |