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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 | $14,435 | $62,672-77.0% | $185,117-92.2% | $70,126-79.4% |
| Participation rate | 32.4% | 63.8%-31.3pp | 77.3%-44.8pp | 69.5%-37.1pp |
| Annual return | 14.31% | 40.79%-26.5pp | 40.50%-26.2pp | 73.15%-58.8pp |
| Employer contribution / active EE | $650 | $1,753-62.9% | $4,182-84.5% | $2,343-72.3% |
| Participant deferral / active EE | $845 | $3,272-74.2% | $5,045-83.3% | $3,332-74.6% |
| Admin fee / account holder | $494 | $3,932-87.4% | $8,159-94.0% | $4,645-89.4% |