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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 | $19,066 | $72,492-73.7% | $87,104-78.1% | $72,975-73.9% |
| Participation rate | 35.9% | 72.8%-36.9pp | 76.9%-40.9pp | 69.5%-33.6pp |
| Annual return | 20.43% | 24.46%-4.0pp | 28.19%-7.8pp | 81.01%-60.6pp |
| Employer contribution / active EE | $794 | $1,894-58.1% | $2,521-68.5% | $2,440-67.5% |
| Participant deferral / active EE | $935 | $3,270-71.4% | $4,048-76.9% | $3,608-74.1% |
| Admin fee / account holder | $4,361 | $5,055-13.7% | $7,491-41.8% | $5,124-14.9% |