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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 | $14,444 | $86,949-83.4% | $102,460-85.9% | $80,959-82.2% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 14.08% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $959 | $2,370-59.5% | $3,025-68.3% | $2,757-65.2% |
| Participant deferral / active EE | $1,691 | $4,121-59.0% | $5,056-66.6% | $4,300-60.7% |
| Admin fee / account holder | $1,972 | $8,048-75.5% | $9,460-79.2% | $6,925-71.5% |