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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 | $18,233 | $109,782-83.4% | $260,467-93.0% | $94,015-80.6% |
| Participation rate | 18.8% | 67.2%-48.4pp | 80.5%-61.7pp | 70.8%-52.1pp |
| Annual return | 16.21% | 18.60%-2.4pp | 100.60%-84.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $547 | $2,147-74.5% | $4,239-87.1% | $2,790-80.4% |
| Participant deferral / active EE | $801 | $4,044-80.2% | $6,319-87.3% | $4,249-81.2% |
| Admin fee / account holder | $4,859 | $11,958-59.4% | $15,461-68.6% | $8,951-45.7% |