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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 | $18,517 | $54,541-66.0% | $78,778-76.5% | $70,126-73.6% |
| Participation rate | 49.3% | 60.8%-11.5pp | 69.2%-19.9pp | 69.5%-20.2pp |
| Annual return | 15.27% | 21.07%-5.8pp | 35.62%-20.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $618 | $1,089-43.2% | $1,986-68.9% | $2,343-73.6% |
| Participant deferral / active EE | $690 | $2,210-68.8% | $2,958-76.7% | $3,332-79.3% |
| Admin fee / account holder | $999 | $3,709-73.1% | $5,134-80.5% | $4,645-78.5% |