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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 | $15,244 | $58,512-73.9% | $84,020-81.9% | $72,983-79.1% |
| Participation rate | 24.2% | 61.2%-37.0pp | 69.0%-44.8pp | 69.5%-45.2pp |
| Annual return | 26.31% | 28.93%-2.6pp | 71.31%-45.0pp | 81.01%-54.7pp |
| Employer contribution / active EE | $637 | $1,163-45.2% | $1,984-67.9% | $2,440-73.9% |
| Participant deferral / active EE | $638 | $2,394-73.3% | $3,239-80.3% | $3,608-82.3% |
| Admin fee / account holder | $2,903 | $4,569-36.5% | $6,101-52.4% | $5,124-43.3% |