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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 | $15,426 | $76,696-79.9% | $96,538-84.0% | $71,529-78.4% |
| Participation rate | 20.6% | 66.6%-45.9pp | 74.3%-53.7pp | 67.9%-47.3pp |
| Annual return | 15.91% | 48.32%-32.4pp | 35.74%-19.8pp | 28.97%-13.1pp |
| Employer contribution / active EE | $984 | $3,032-67.5% | $3,740-73.7% | $2,590-62.0% |
| Participant deferral / active EE | $861 | $3,770-77.2% | $4,880-82.4% | $4,291-79.9% |
| Admin fee / account holder | $1,405 | $2,030-30.8% | $6,737-79.1% | $1,588-11.5% |