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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 | $15,580 | $147,556-89.4% | $129,031-87.9% | $198,609-92.2% |
| Participation rate | 50.0% | 77.2%-27.2pp | 73.4%-23.4pp | 82.4%-32.4pp |
| Annual return | 17.86% | 37.41%-19.5pp | 34.67%-16.8pp | 202.70%-184.8pp |
| Employer contribution / active EE | $664 | $3,645-81.8% | $3,226-79.4% | $5,055-86.9% |
| Participant deferral / active EE | $1,019 | $5,760-82.3% | $5,217-80.5% | $6,977-85.4% |
| Admin fee / account holder | $1,253 | $15,467-91.9% | $13,208-90.5% | $19,030-93.4% |