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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 | $16,914 | $101,795-83.4% | $165,100-89.8% | $80,959-79.1% |
| Participation rate | 30.0% | 71.8%-41.8pp | 78.6%-48.6pp | 67.7%-37.7pp |
| Annual return | 11.93% | 16.73%-4.8pp | 70.21%-58.3pp | 35.67%-23.7pp |
| Employer contribution / active EE | $983 | $2,954-66.7% | $4,348-77.4% | $2,757-64.4% |
| Participant deferral / active EE | $1,760 | $4,476-60.7% | $6,035-70.8% | $4,300-59.1% |
| Admin fee / account holder | $1,376 | $8,221-83.3% | $12,696-89.2% | $6,925-80.1% |