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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 | $22,173 | $83,898-73.6% | $133,346-83.4% | $94,015-76.4% |
| Participation rate | 59.4% | 63.4%-3.9pp | 72.8%-13.4pp | 70.8%-11.4pp |
| Annual return | 14.93% | 16.00%-1.1pp | 36.85%-21.9pp | 17.84%-2.9pp |
| Employer contribution / active EE | $314 | $1,821-82.8% | $2,853-89.0% | $2,790-88.7% |
| Participant deferral / active EE | $761 | $3,245-76.6% | $4,332-82.4% | $4,249-82.1% |
| Admin fee / account holder | $1,363 | $7,809-82.5% | $14,264-90.4% | $8,951-84.8% |