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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 | $19,186 | $77,472-75.2% | $100,415-80.9% | $80,959-76.3% |
| Participation rate | 31.5% | 76.9%-45.5pp | 81.5%-50.0pp | 67.7%-36.2pp |
| Annual return | 13.91% | 37.26%-23.4pp | 49.47%-35.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $684 | $2,800-75.6% | $3,943-82.7% | $2,757-75.2% |
| Participant deferral / active EE | $1,332 | $6,818-80.5% | $8,091-83.5% | $4,300-69.0% |
| Admin fee / account holder | $1,606 | $5,885-72.7% | $7,906-79.7% | $6,925-76.8% |