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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 | $16,865 | $73,787-77.1% | $98,716-82.9% | $82,448-79.5% |
| Participation rate | 29.8% | 61.4%-31.6pp | 69.3%-39.5pp | 68.1%-38.3pp |
| Annual return | 13.84% | 18.57%-4.7pp | 31.81%-18.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $499 | $1,511-67.0% | $2,279-78.1% | $2,551-80.5% |
| Participant deferral / active EE | $1,159 | $3,081-62.4% | $4,048-71.4% | $4,139-72.0% |
| Admin fee / account holder | $1,395 | $6,500-78.5% | $8,703-84.0% | $7,234-80.7% |