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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 | $23,679 | $86,938-72.8% | $102,423-76.9% | $80,925-70.7% |
| Participation rate | 28.6% | 72.4%-43.8pp | 76.5%-47.9pp | 67.7%-39.1pp |
| Annual return | 11.90% | 18.89%-7.0pp | 29.42%-17.5pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $544 | $4,120-86.8% | $5,054-89.2% | $4,299-87.4% |
| Admin fee / account holder | $3,292 | $8,053-59.1% | $9,455-65.2% | $6,940-52.6% |