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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 | $15,704 | $87,132-82.0% | $105,624-85.1% | $80,959-80.6% |
| Participation rate | 66.1% | 70.4%-4.3pp | 75.3%-9.2pp | 67.7%-1.6pp |
| Annual return | 12.44% | 17.03%-4.6pp | 116.20%-103.8pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,508 | $2,397-37.1% | $3,168-52.4% | $2,757-45.3% |
| Participant deferral / active EE | $1,660 | $3,985-58.3% | $5,013-66.9% | $4,300-61.4% |
| Admin fee / account holder | $677 | $8,449-92.0% | $10,961-93.8% | $6,925-90.2% |