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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 | $15,830 | $70,486-77.5% | $100,528-84.3% | $79,852-80.2% |
| Participation rate | 36.7% | 73.6%-36.9pp | 79.4%-42.7pp | 69.6%-32.9pp |
| Annual return | 13.76% | 21.90%-8.1pp | 30.90%-17.1pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,563 | $5,182-69.8% | $6,271-75.1% | $3,740-58.2% |
| Admin fee / account holder | $1,997 | $4,480-55.4% | $8,084-75.3% | $5,306-62.4% |