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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 | $19,204 | $64,324-70.1% | $118,914-83.9% | $79,856-76.0% |
| Participation rate | 27.9% | 64.9%-36.9pp | 75.4%-47.5pp | 69.6%-41.7pp |
| Annual return | 21.74% | 86.45%-64.7pp | 35.89%-14.1pp | 31.71%-10.0pp |
| Employer contribution / active EE | $568 | $1,836-69.1% | $3,264-82.6% | $2,471-77.0% |
| Participant deferral / active EE | $812 | $2,824-71.3% | $4,266-81.0% | $3,741-78.3% |
| Admin fee / account holder | $1,657 | $4,040-59.0% | $6,582-74.8% | $5,306-68.8% |