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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 | $18,878 | $91,559-79.4% | $133,971-85.9% | $79,852-76.4% |
| Participation rate | 30.9% | 73.3%-42.4pp | 79.8%-48.9pp | 69.6%-38.7pp |
| Annual return | 16.83% | 61.85%-45.0pp | 45.09%-28.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $658 | $2,384-72.4% | $3,919-83.2% | $2,471-73.4% |
| Participant deferral / active EE | $1,313 | $3,734-64.8% | $5,047-74.0% | $3,740-64.9% |
| Admin fee / account holder | $1,895 | $6,321-70.0% | $8,929-78.8% | $5,306-64.3% |