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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 | $18,675 | $80,992-76.9% | $96,534-80.7% | $75,173-75.2% |
| Participation rate | 45.5% | 71.8%-26.3pp | 76.0%-30.5pp | 67.2%-21.7pp |
| Annual return | 16.74% | 27.05%-10.3pp | 25.88%-9.1pp | 160.72%-144.0pp |
| Employer contribution / active EE | $735 | $2,283-67.8% | $2,965-75.2% | $2,671-72.5% |
| Participant deferral / active EE | $1,242 | $3,929-68.4% | $4,851-74.4% | $4,126-69.9% |
| Admin fee / account holder | $2,842 | $6,717-57.7% | $8,253-65.6% | $5,651-49.7% |