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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 | $18,687 | $54,541-65.7% | $78,778-76.3% | $70,126-73.4% |
| Participation rate | 38.9% | 60.8%-21.9pp | 69.2%-30.3pp | 69.5%-30.7pp |
| Annual return | 17.06% | 21.07%-4.0pp | 35.62%-18.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $530 | $1,089-51.3% | $1,986-73.3% | $2,343-77.4% |
| Participant deferral / active EE | $595 | $2,210-73.1% | $2,958-79.9% | $3,332-82.1% |
| Admin fee / account holder | $668 | $3,709-82.0% | $5,134-87.0% | $4,645-85.6% |