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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 | $15,632 | $101,795-84.6% | $165,100-90.5% | $80,959-80.7% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.7%-13.8pp |
| Annual return | 15.75% | 16.73%-1.0pp | 70.21%-54.5pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,099 | $2,954-62.8% | $4,348-74.7% | $2,757-60.2% |
| Participant deferral / active EE | $1,502 | $4,476-66.4% | $6,035-75.1% | $4,300-65.1% |
| Admin fee / account holder | $3,878 | $8,221-52.8% | $12,696-69.5% | $6,925-44.0% |