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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 | $15,756 | $81,504-80.7% | $102,437-84.6% | $80,959-80.5% |
| Participation rate | 36.6% | 66.9%-30.3pp | 74.5%-37.9pp | 67.7%-31.1pp |
| Annual return | 11.51% | 25.60%-14.1pp | 24.95%-13.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $801 | $3,104-74.2% | $3,871-79.3% | $2,757-70.9% |
| Participant deferral / active EE | $1,077 | $3,871-72.2% | $5,060-78.7% | $4,300-75.0% |
| Admin fee / account holder | $658 | $6,719-90.2% | $8,388-92.2% | $6,925-90.5% |