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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 | $21,568 | $76,834-71.9% | $108,359-80.1% | $87,485-75.3% |
| Participation rate | 25.7% | 61.7%-36.0pp | 70.1%-44.4pp | 68.9%-43.2pp |
| Annual return | 14.14% | 19.09%-4.9pp | 36.89%-22.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $326 | $1,556-79.1% | $2,399-86.4% | $2,596-87.5% |
| Participant deferral / active EE | $629 | $3,100-79.7% | $4,137-84.8% | $4,274-85.3% |
| Admin fee / account holder | $1,363 | $6,537-79.2% | $9,741-86.0% | $7,775-82.5% |