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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 | $14,231 | $81,403-82.5% | $147,027-90.3% | $87,485-83.7% |
| Participation rate | 42.1% | 63.4%-21.3pp | 73.7%-31.6pp | 68.9%-26.8pp |
| Annual return | 16.25% | 16.51%-0.3pp | 20.23%-4.0pp | 26.06%-9.8pp |
| Employer contribution / active EE | $588 | $2,205-73.4% | $3,626-83.8% | $2,596-77.4% |
| Participant deferral / active EE | $1,079 | $3,315-67.5% | $4,933-78.1% | $4,274-74.8% |
| Admin fee / account holder | $1,478 | $6,755-78.1% | $12,223-87.9% | $7,775-81.0% |