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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 | $18,637 | $81,504-77.1% | $102,437-81.8% | $80,959-77.0% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 14.07% | 25.60%-11.5pp | 24.95%-10.9pp | 35.67%-21.6pp |
| Employer contribution / active EE | $7,543 | $3,104+143.0% | $3,871+94.9% | $2,757+173.6% |
| Participant deferral / active EE | $42 | $3,871-98.9% | $5,060-99.2% | $4,300-99.0% |
| Admin fee / account holder | $1,328 | $6,719-80.2% | $8,388-84.2% | $6,925-80.8% |