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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 | $14,764 | $60,349-75.5% | $74,184-80.1% | $62,881-76.5% |
| Participation rate | 50.8% | 72.7%-21.9pp | 76.6%-25.8pp | 69.3%-18.5pp |
| Annual return | 7.60% | 21.38%-13.8pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $630 | $1,680-62.5% | $2,370-73.4% | $2,281-72.4% |
| Participant deferral / active EE | $892 | $2,856-68.8% | $3,550-74.9% | $3,203-72.1% |
| Admin fee / account holder | $521 | $4,261-87.8% | $5,586-90.7% | $4,296-87.9% |