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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 | $16,342 | $73,978-77.9% | $96,515-83.1% | $75,173-78.3% |
| Participation rate | 29.0% | 66.4%-37.4pp | 74.3%-45.3pp | 67.2%-38.2pp |
| Annual return | 14.02% | 26.72%-12.7pp | 35.73%-21.7pp | 160.72%-146.7pp |
| Employer contribution / active EE | $814 | $2,931-72.2% | $3,740-78.2% | $2,671-69.5% |
| Participant deferral / active EE | $1,293 | $3,660-64.7% | $4,880-73.5% | $4,126-68.7% |
| Admin fee / account holder | $4,404 | $5,219-15.6% | $6,735-34.6% | $5,651-22.1% |