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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 | $18,202 | $73,955-75.4% | $96,520-81.1% | $75,181-75.8% |
| Participation rate | 14.3% | 66.4%-52.1pp | 74.3%-60.1pp | 67.2%-52.9pp |
| Annual return | 13.97% | 26.72%-12.8pp | 35.72%-21.7pp | 160.69%-146.7pp |
| Employer contribution / active EE | $813 | $2,930-72.3% | $3,739-78.3% | $2,671-69.6% |
| Participant deferral / active EE | $943 | $3,659-74.2% | $4,879-80.7% | $4,126-77.1% |
| Admin fee / account holder | $3,946 | $5,217-24.4% | $6,733-41.4% | $5,650-30.2% |