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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 | $15,602 | $86,891-82.0% | $142,516-89.1% | $75,177-79.2% |
| Participation rate | 48.1% | 68.5%-20.4pp | 76.8%-28.6pp | 67.2%-19.1pp |
| Annual return | 16.74% | 23.31%-6.6pp | 20.03%-3.3pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,083 | $3,355-67.7% | $4,849-77.7% | $2,671-59.4% |
| Participant deferral / active EE | $1,730 | $4,938-65.0% | $6,280-72.4% | $4,126-58.1% |
| Admin fee / account holder | $1,831 | $7,299-74.9% | $10,008-81.7% | $5,651-67.6% |