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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 | $18,873 | $71,215-73.5% | $93,696-79.9% | $80,935-76.7% |
| Participation rate | 34.0% | 60.4%-26.4pp | 68.7%-34.8pp | 67.7%-33.7pp |
| Annual return | 10.15% | 11.27%-1.1pp | 133.74%-123.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $383 | $1,565-75.6% | $2,422-84.2% | $2,757-86.1% |
| Participant deferral / active EE | $1,025 | $4,037-74.6% | $4,417-76.8% | $4,299-76.2% |
| Admin fee / account holder | $3,253 | $6,958-53.3% | $8,287-60.7% | $6,924-53.0% |