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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 | $22,316 | $73,532-69.7% | $178,505-87.5% | $74,478-70.0% |
| Participation rate | 18.9% | 66.6%-47.7pp | 77.1%-58.2pp | 67.2%-48.3pp |
| Annual return | 14.30% | 17.49%-3.2pp | 27.16%-12.9pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $585 | $2,221-73.7% | $3,955-85.2% | $2,626-77.7% |
| Participant deferral / active EE | $762 | $4,519-83.1% | $6,280-87.9% | $4,350-82.5% |
| Admin fee / account holder | $457 | $1,813-74.8% | $10,428-95.6% | $1,946-76.5% |