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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 | $15,446 | $99,875-84.5% | $146,866-89.5% | $86,983-82.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.5%-2.9pp |
| Annual return | 16.84% | 28.10%-11.3pp | 102.85%-86.0pp | 25.83%-9.0pp |
| Employer contribution / active EE | $527 | $3,224-83.7% | $4,425-88.1% | $2,584-79.6% |
| Participant deferral / active EE | $1,831 | $6,322-71.0% | $7,759-76.4% | $4,194-56.3% |
| Admin fee / account holder | $911 | $7,838-88.4% | $13,620-93.3% | $7,856-88.4% |