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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 | $18,246 | $76,551-76.2% | $123,894-85.3% | $62,881-71.0% |
| Participation rate | 16.4% | 73.0%-56.5pp | 81.4%-65.0pp | 69.3%-52.9pp |
| Annual return | 14.05% | 18.68%-4.6pp | 47.52%-33.5pp | 20.14%-6.1pp |
| Employer contribution / active EE | $789 | $2,882-72.6% | $4,617-82.9% | $2,281-65.4% |
| Participant deferral / active EE | $1,152 | $4,840-76.2% | $5,984-80.7% | $3,203-64.0% |
| Admin fee / account holder | $1,199 | $4,826-75.2% | $8,357-85.7% | $4,296-72.1% |