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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 | $17,251 | $76,112-77.3% | $96,544-82.1% | $71,529-75.9% |
| Participation rate | 39.6% | 74.4%-34.8pp | 76.0%-36.4pp | 67.9%-28.3pp |
| Annual return | 16.96% | 22.80%-5.8pp | 25.88%-8.9pp | 28.97%-12.0pp |
| Employer contribution / active EE | $986 | $2,248-56.1% | $2,966-66.8% | $2,590-61.9% |
| Participant deferral / active EE | $1,940 | $4,217-54.0% | $4,851-60.0% | $4,291-54.8% |
| Admin fee / account holder | $4,933 | $2,708+82.1% | $8,254-40.2% | $1,588+210.6% |