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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 | $18,239 | $54,541-66.6% | $78,778-76.8% | $70,126-74.0% |
| Participation rate | 34.1% | 60.8%-26.7pp | 69.2%-35.0pp | 69.5%-35.4pp |
| Annual return | 16.91% | 21.07%-4.2pp | 35.62%-18.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $343 | $1,089-68.5% | $1,986-82.7% | $2,343-85.4% |
| Participant deferral / active EE | $704 | $2,210-68.1% | $2,958-76.2% | $3,332-78.9% |
| Admin fee / account holder | $770 | $3,709-79.2% | $5,134-85.0% | $4,645-83.4% |