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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 | $15,563 | $60,349-74.2% | $74,184-79.0% | $62,881-75.2% |
| Participation rate | 53.1% | 72.7%-19.7pp | 76.6%-23.6pp | 69.3%-16.2pp |
| Annual return | 7.53% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $673 | $1,680-60.0% | $2,370-71.6% | $2,281-70.5% |
| Participant deferral / active EE | $976 | $2,856-65.8% | $3,550-72.5% | $3,203-69.5% |
| Admin fee / account holder | $1,647 | $4,261-61.3% | $5,586-70.5% | $4,296-61.7% |