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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 | $14,210 | $81,504-82.6% | $102,437-86.1% | $80,959-82.4% |
| Participation rate | 33.0% | 66.9%-33.9pp | 74.5%-41.6pp | 67.7%-34.7pp |
| Annual return | 14.14% | 25.60%-11.5pp | 24.95%-10.8pp | 35.67%-21.5pp |
| Employer contribution / active EE | $804 | $3,104-74.1% | $3,871-79.2% | $2,757-70.9% |
| Participant deferral / active EE | $1,222 | $3,871-68.4% | $5,060-75.9% | $4,300-71.6% |
| Admin fee / account holder | $1,571 | $6,719-76.6% | $8,388-81.3% | $6,925-77.3% |