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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 | $15,515 | $107,421-85.6% | $182,262-91.5% | $94,015-83.5% |
| Participation rate | 53.0% | 77.8%-24.7pp | 84.2%-31.2pp | 70.8%-17.8pp |
| Annual return | 22.21% | 21.32%+0.9pp | 140.60%-118.4pp | 17.84%+4.4pp |
| Employer contribution / active EE | $898 | $3,448-74.0% | $5,046-82.2% | $2,790-67.8% |
| Participant deferral / active EE | $2,510 | $6,558-61.7% | $8,276-69.7% | $4,249-40.9% |
| Admin fee / account holder | $1,460 | $8,692-83.2% | $16,712-91.3% | $8,951-83.7% |