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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 | $14,123 | $87,059-83.8% | $105,608-86.6% | $80,925-82.5% |
| Participation rate | 45.2% | 70.4%-25.3pp | 75.3%-30.1pp | 67.7%-22.5pp |
| Annual return | 15.49% | 17.05%-1.6pp | 116.50%-101.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $823 | $2,396-65.7% | $3,167-74.0% | $2,756-70.1% |
| Participant deferral / active EE | $1,655 | $3,986-58.5% | $5,010-67.0% | $4,299-61.5% |
| Admin fee / account holder | $796 | $8,443-90.6% | $11,028-92.8% | $6,940-88.5% |