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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 | $14,343 | $147,556-90.3% | $129,031-88.9% | $198,609-92.8% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 18.67% | 37.41%-18.7pp | 34.67%-16.0pp | 202.70%-184.0pp |
| Employer contribution / active EE | $836 | $3,645-77.1% | $3,226-74.1% | $5,055-83.5% |
| Participant deferral / active EE | $1,118 | $5,760-80.6% | $5,217-78.6% | $6,977-84.0% |
| Admin fee / account holder | $1,193 | $15,467-92.3% | $13,208-91.0% | $19,030-93.7% |