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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 | $15,570 | $81,476-80.9% | $102,383-84.8% | $80,925-80.8% |
| Participation rate | 31.8% | 66.8%-35.0pp | 74.5%-42.7pp | 67.7%-35.8pp |
| Annual return | 16.80% | 25.59%-8.8pp | 24.94%-8.1pp | 35.65%-18.9pp |
| Employer contribution / active EE | $948 | $3,105-69.5% | $3,870-75.5% | $2,756-65.6% |
| Participant deferral / active EE | $1,565 | $3,871-59.6% | $5,060-69.1% | $4,299-63.6% |
| Admin fee / account holder | $754 | $6,717-88.8% | $8,391-91.0% | $6,940-89.1% |