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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 | $16,260 | $73,978-78.0% | $96,515-83.2% | $75,173-78.4% |
| Participation rate | 52.1% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.1pp |
| Annual return | 18.45% | 26.72%-8.3pp | 35.73%-17.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,077 | $2,931-63.2% | $3,740-71.2% | $2,671-59.7% |
| Participant deferral / active EE | $1,393 | $3,660-62.0% | $4,880-71.5% | $4,126-66.2% |
| Admin fee / account holder | $530 | $5,219-89.8% | $6,735-92.1% | $5,651-90.6% |