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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 | $16,808 | $65,364-74.3% | $92,909-81.9% | $72,975-77.0% |
| Participation rate | 44.0% | 68.3%-24.3pp | 76.0%-32.0pp | 69.5%-25.5pp |
| Annual return | 18.79% | 42.11%-23.3pp | 109.44%-90.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $896 | $2,594-65.5% | $3,653-75.5% | $2,440-63.3% |
| Participant deferral / active EE | $1,251 | $3,128-60.0% | $4,238-70.5% | $3,608-65.3% |
| Admin fee / account holder | $399 | $4,251-90.6% | $5,795-93.1% | $5,124-92.2% |