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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 | $16,916 | $65,364-74.1% | $92,909-81.8% | $72,975-76.8% |
| Participation rate | 33.7% | 68.3%-34.6pp | 76.0%-42.3pp | 69.5%-35.8pp |
| Annual return | 19.34% | 42.11%-22.8pp | 109.44%-90.1pp | 81.01%-61.7pp |
| Employer contribution / active EE | $852 | $2,594-67.2% | $3,653-76.7% | $2,440-65.1% |
| Participant deferral / active EE | $1,212 | $3,128-61.2% | $4,238-71.4% | $3,608-66.4% |
| Admin fee / account holder | $815 | $4,251-80.8% | $5,795-85.9% | $5,124-84.1% |