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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 | $18,845 | $65,027-71.0% | $90,970-79.3% | $79,852-76.4% |
| Participation rate | 47.7% | 61.6%-13.9pp | 69.0%-21.3pp | 69.6%-21.9pp |
| Annual return | 15.64% | 30.45%-14.8pp | 134.58%-118.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $768 | $1,247-38.4% | $2,122-63.8% | $2,471-68.9% |
| Participant deferral / active EE | $970 | $2,512-61.4% | $3,373-71.2% | $3,740-74.1% |
| Admin fee / account holder | $1,372 | $4,535-69.7% | $5,960-77.0% | $5,306-74.1% |