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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 | $16,046 | $72,177-77.8% | $115,038-86.1% | $59,633-73.1% |
| Participation rate | 65.8% | 72.6%-6.8pp | 81.4%-15.6pp | 68.7%-2.9pp |
| Annual return | -1.40% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $552 | $2,841-80.6% | $4,608-88.0% | $2,203-74.9% |
| Participant deferral / active EE | $1,595 | $4,783-66.6% | $6,026-73.5% | $3,192-50.0% |
| Admin fee / account holder | $1,467 | $4,927-70.2% | $8,175-82.1% | $4,297-65.9% |