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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 | $18,092 | $97,550-81.5% | $120,344-85.0% | $87,485-79.3% |
| Participation rate | 22.2% | 72.8%-50.6pp | 76.7%-54.5pp | 68.9%-46.7pp |
| Annual return | 17.39% | 18.41%-1.0pp | 20.30%-2.9pp | 26.06%-8.7pp |
| Employer contribution / active EE | $685 | $2,291-70.1% | $3,020-77.3% | $2,596-73.6% |
| Participant deferral / active EE | $895 | $4,230-78.8% | $5,135-82.6% | $4,274-79.1% |
| Admin fee / account holder | $931 | $9,543-90.2% | $12,742-92.7% | $7,775-88.0% |