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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 | $18,167 | $123,478-85.3% | $216,567-91.6% | $94,015-80.7% |
| Participation rate | 17.5% | 75.1%-57.6pp | 81.6%-64.1pp | 70.8%-53.3pp |
| Annual return | 19.27% | 23.61%-4.3pp | 12.94%+6.3pp | 17.84%+1.4pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $743 | $4,556-83.7% | $6,191-88.0% | $4,249-82.5% |
| Admin fee / account holder | $2,960 | $12,753-76.8% | $21,981-86.5% | $8,951-66.9% |