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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 | $15,653 | $78,015-79.9% | $178,505-91.2% | $80,959-80.7% |
| Participation rate | 43.3% | 65.7%-22.3pp | 77.1%-33.8pp | 67.7%-24.3pp |
| Annual return | 12.72% | 18.10%-5.4pp | 27.16%-14.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $904 | $2,281-60.4% | $3,955-77.1% | $2,757-67.2% |
| Participant deferral / active EE | $1,137 | $4,406-74.2% | $6,280-81.9% | $4,300-73.6% |
| Admin fee / account holder | $1,474 | $7,160-79.4% | $10,428-85.9% | $6,925-78.7% |