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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 | $18,169 | $77,460-76.5% | $100,378-81.9% | $80,925-77.5% |
| Participation rate | 61.7% | 76.9%-15.3pp | 81.5%-19.8pp | 67.7%-6.0pp |
| Annual return | 16.09% | 37.24%-21.1pp | 49.41%-33.3pp | 35.65%-19.6pp |
| Employer contribution / active EE | $745 | $2,801-73.4% | $3,942-81.1% | $2,756-73.0% |
| Participant deferral / active EE | $1,931 | $6,818-71.7% | $8,087-76.1% | $4,299-55.1% |
| Admin fee / account holder | $2,551 | $5,887-56.7% | $7,899-67.7% | $6,940-63.2% |