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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 | $13,158 | $65,034-79.8% | $90,970-85.5% | $79,856-83.5% |
| Participation rate | 45.9% | 61.6%-15.7pp | 69.0%-23.1pp | 69.6%-23.7pp |
| Annual return | 19.53% | 30.45%-10.9pp | 134.60%-115.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $723 | $1,247-42.0% | $2,122-65.9% | $2,471-70.7% |
| Participant deferral / active EE | $1,040 | $2,512-58.6% | $3,373-69.2% | $3,741-72.2% |
| Admin fee / account holder | $383 | $4,536-91.6% | $5,961-93.6% | $5,306-92.8% |