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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 | $21,343 | $81,504-73.8% | $102,437-79.2% | $80,959-73.6% |
| Participation rate | 40.7% | 66.9%-26.2pp | 74.5%-33.8pp | 67.7%-27.0pp |
| Annual return | 13.24% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,106 | $3,104-64.4% | $3,871-71.4% | $2,757-59.9% |
| Participant deferral / active EE | $1,458 | $3,871-62.3% | $5,060-71.2% | $4,300-66.1% |
| Admin fee / account holder | $2,711 | $6,719-59.7% | $8,388-67.7% | $6,925-60.9% |