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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 | $15,556 | $73,988-79.0% | $96,538-83.9% | $75,177-79.3% |
| Participation rate | 30.1% | 66.4%-36.3pp | 74.3%-44.2pp | 67.2%-37.1pp |
| Annual return | 19.78% | 26.73%-6.9pp | 35.74%-16.0pp | 160.75%-141.0pp |
| Employer contribution / active EE | $814 | $2,930-72.2% | $3,740-78.2% | $2,671-69.5% |
| Participant deferral / active EE | $1,200 | $3,660-67.2% | $4,880-75.4% | $4,126-70.9% |
| Admin fee / account holder | $4,021 | $5,220-23.0% | $6,737-40.3% | $5,651-28.8% |