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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 | $19,109 | $60,349-68.3% | $74,184-74.2% | $62,881-69.6% |
| Participation rate | 39.7% | 72.7%-33.0pp | 76.6%-36.9pp | 69.3%-29.6pp |
| Annual return | 4.93% | 21.38%-16.4pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $411 | $1,680-75.5% | $2,370-82.7% | $2,281-82.0% |
| Participant deferral / active EE | $975 | $2,856-65.9% | $3,550-72.5% | $3,203-69.5% |
| Admin fee / account holder | $1,165 | $4,261-72.7% | $5,586-79.2% | $4,296-72.9% |