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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 | $20,615 | $60,349-65.8% | $74,184-72.2% | $62,881-67.2% |
| Participation rate | 48.0% | 72.7%-24.7pp | 76.6%-28.6pp | 69.3%-21.3pp |
| Annual return | 5.11% | 21.38%-16.3pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $638 | $1,680-62.1% | $2,370-73.1% | $2,281-72.0% |
| Participant deferral / active EE | $828 | $2,856-71.0% | $3,550-76.7% | $3,203-74.1% |
| Admin fee / account holder | $3,476 | $4,261-18.4% | $5,586-37.8% | $4,296-19.1% |