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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 | $21,461 | $65,246-67.1% | $98,716-78.3% | $67,986-68.4% |
| Participation rate | 15.1% | 51.4%-36.4pp | 69.3%-54.2pp | 57.2%-42.1pp |
| Annual return | 20.84% | 20.58%+0.3pp | 31.81%-11.0pp | 31.67%-10.8pp |
| Employer contribution / active EE | $226 | $1,042-78.3% | $2,279-90.1% | $2,019-88.8% |
| Participant deferral / active EE | $454 | $2,594-82.5% | $4,048-88.8% | $3,358-86.5% |
| Admin fee / account holder | $2,917 | $4,561-36.0% | $8,703-66.5% | $3,203-8.9% |