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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 | $16,253 | $80,992-79.9% | $96,534-83.2% | $75,173-78.4% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 17.07% | 27.05%-10.0pp | 25.88%-8.8pp | 160.72%-143.6pp |
| Employer contribution / active EE | $874 | $2,283-61.7% | $2,965-70.5% | $2,671-67.3% |
| Participant deferral / active EE | $623 | $3,929-84.1% | $4,851-87.2% | $4,126-84.9% |
| Admin fee / account holder | $2,327 | $6,717-65.4% | $8,253-71.8% | $5,651-58.8% |