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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 | $19,067 | $77,574-75.4% | $108,753-82.5% | $86,983-78.1% |
| Participation rate | 17.2% | 62.3%-45.1pp | 71.1%-53.8pp | 69.5%-52.3pp |
| Annual return | 18.43% | 18.42%0pp | 37.47%-19.0pp | 25.83%-7.4pp |
| Employer contribution / active EE | $306 | $1,611-81.0% | $2,427-87.4% | $2,584-88.1% |
| Participant deferral / active EE | $648 | $3,128-79.3% | $4,115-84.3% | $4,194-84.6% |
| Admin fee / account holder | $720 | $6,529-89.0% | $10,320-93.0% | $7,856-90.8% |