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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 | $15,691 | $72,027-78.2% | $185,861-91.6% | $79,856-80.4% |
| Participation rate | 29.0% | 65.8%-36.7pp | 78.0%-49.0pp | 69.6%-40.6pp |
| Annual return | 15.72% | 23.13%-7.4pp | 35.96%-20.2pp | 31.71%-16.0pp |
| Employer contribution / active EE | $532 | $1,965-73.0% | $4,088-87.0% | $2,471-78.5% |
| Participant deferral / active EE | $1,084 | $3,780-71.3% | $5,634-80.8% | $3,741-71.0% |
| Admin fee / account holder | $915 | $4,513-79.7% | $9,503-90.4% | $5,306-82.8% |