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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 | $20,136 | $70,486-71.4% | $100,528-80.0% | $79,852-74.8% |
| Participation rate | 45.8% | 73.6%-27.8pp | 79.4%-33.6pp | 69.6%-23.8pp |
| Annual return | 18.17% | 21.90%-3.7pp | 30.90%-12.7pp | 31.72%-13.5pp |
| Employer contribution / active EE | $526 | $2,165-75.7% | $3,419-84.6% | $2,471-78.7% |
| Participant deferral / active EE | $1,519 | $5,182-70.7% | $6,271-75.8% | $3,740-59.4% |
| Admin fee / account holder | $454 | $4,480-89.9% | $8,084-94.4% | $5,306-91.4% |