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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 | $22,152 | $65,704-66.3% | $94,229-76.5% | $59,633-62.9% |
| Participation rate | 56.9% | 72.1%-15.3pp | 78.8%-21.9pp | 68.7%-11.8pp |
| Annual return | 0.63% | 5.22%-4.6pp | 10.68%-10.1pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $896 | $2,021-55.7% | $3,587-75.0% | $2,203-59.3% |
| Participant deferral / active EE | $1,051 | $3,143-66.6% | $4,320-75.7% | $3,192-67.1% |
| Admin fee / account holder | $4,360 | $4,265+2.2% | $6,269-30.5% | $4,297+1.5% |