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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 | $18,300 | $106,524-82.8% | $152,301-88.0% | $87,485-79.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.4%-32.4pp | 68.9%-18.9pp |
| Annual return | 14.14% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $658 | $3,371-80.5% | $4,624-85.8% | $2,596-74.7% |
| Participant deferral / active EE | $1,813 | $6,525-72.2% | $8,004-77.3% | $4,274-57.6% |
| Admin fee / account holder | $685 | $8,287-91.7% | $14,398-95.2% | $7,775-91.2% |