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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 | $16,628 | $54,541-69.5% | $78,778-78.9% | $70,124-76.3% |
| Participation rate | 60.8% | 60.8%0pp | 69.2%-8.4pp | 69.5%-8.7pp |
| Annual return | 18.02% | 21.07%-3.1pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $231 | $1,089-78.8% | $1,986-88.4% | $2,342-90.2% |
| Participant deferral / active EE | $893 | $2,210-59.6% | $2,958-69.8% | $3,332-73.2% |
| Admin fee / account holder | $1,370 | $3,709-63.1% | $5,134-73.3% | $4,645-70.5% |