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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 | $19,962 | $81,457-75.5% | $103,378-80.7% | $80,911-75.3% |
| Participation rate | 34.3% | 66.8%-32.6pp | 74.5%-40.2pp | 67.6%-33.4pp |
| Annual return | 15.87% | 25.58%-9.7pp | 24.91%-9.0pp | 35.63%-19.8pp |
| Employer contribution / active EE | $977 | $3,107-68.6% | $3,870-74.8% | $2,756-64.6% |
| Participant deferral / active EE | $1,214 | $3,871-68.6% | $5,058-76.0% | $4,297-71.7% |
| Admin fee / account holder | $897 | $6,717-86.6% | $8,401-89.3% | $6,935-87.1% |