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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 | $16,575 | $78,197-78.8% | $98,090-83.1% | $82,637-79.9% |
| Participation rate | 39.3% | 77.5%-38.1pp | 81.5%-42.2pp | 68.1%-28.7pp |
| Annual return | 14.50% | 40.25%-25.7pp | 37.05%-22.5pp | 53.51%-39.0pp |
| Employer contribution / active EE | $423 | $2,605-83.8% | $3,606-88.3% | $2,552-83.4% |
| Participant deferral / active EE | $659 | $6,636-90.1% | $7,845-91.6% | $4,126-84.0% |
| Admin fee / account holder | $1,230 | $14,832-91.7% | $11,815-89.6% | $7,339-83.2% |