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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 | $17,235 | $73,981-76.7% | $105,754-83.7% | $62,881-72.6% |
| Participation rate | 41.1% | 71.7%-30.6pp | 78.9%-37.8pp | 69.3%-28.2pp |
| Annual return | 6.46% | 17.60%-11.1pp | 12.25%-5.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $681 | $2,856-76.1% | $4,079-83.3% | $2,281-70.1% |
| Participant deferral / active EE | $1,301 | $4,038-67.8% | $5,326-75.6% | $3,203-59.4% |
| Admin fee / account holder | $1,040 | $5,976-82.6% | $8,309-87.5% | $4,296-75.8% |