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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 | $15,878 | $78,423-79.8% | $95,964-83.5% | $79,856-80.1% |
| Participation rate | 48.5% | 73.5%-25.0pp | 77.1%-28.6pp | 69.6%-21.2pp |
| Annual return | 14.57% | 19.37%-4.8pp | 91.64%-77.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $670 | $1,945-65.6% | $2,541-73.6% | $2,471-72.9% |
| Participant deferral / active EE | $1,268 | $3,440-63.1% | $4,167-69.6% | $3,741-66.1% |
| Admin fee / account holder | $682 | $5,622-87.9% | $6,797-90.0% | $5,306-87.2% |