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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 | $95,453-78.5% | $112,040-81.7% | $82,448-75.1% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 12.64% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $856 | $2,318-63.1% | $2,954-71.0% | $2,551-66.4% |
| Participant deferral / active EE | $1,247 | $4,224-70.5% | $5,098-75.5% | $4,139-69.9% |
| Admin fee / account holder | $625 | $9,013-93.1% | $12,098-94.8% | $7,234-91.4% |