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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 | $17,724 | $63,114-71.9% | $92,909-80.9% | $65,185-72.8% |
| Participation rate | 59.0% | 68.8%-9.8pp | 76.0%-17.0pp | 70.2%-11.2pp |
| Annual return | 22.90% | 28.75%-5.9pp | 109.44%-86.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $649 | $2,571-74.7% | $3,653-82.2% | $2,177-70.2% |
| Participant deferral / active EE | $1,193 | $3,108-61.6% | $4,238-71.9% | $3,514-66.1% |
| Admin fee / account holder | $582 | $624-6.7% | $5,795-90.0% | $847-31.3% |