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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 | $14,089 | $59,535-76.3% | $90,161-84.4% | $62,293-77.4% |
| Participation rate | 41.1% | 73.0%-31.9pp | 76.9%-35.7pp | 69.5%-28.4pp |
| Annual return | 16.93% | 23.53%-6.6pp | 34.89%-18.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $437 | $1,826-76.1% | $3,318-86.8% | $2,042-78.6% |
| Participant deferral / active EE | $1,772 | $4,639-61.8% | $5,287-66.5% | $3,169-44.1% |
| Admin fee / account holder | $791 | $337+135.0% | $5,943-86.7% | $479+65.0% |