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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 | $14,397 | $72,269-80.1% | $101,271-85.8% | $79,852-82.0% |
| Participation rate | 51.6% | 68.5%-16.8pp | 75.8%-24.2pp | 69.6%-18.0pp |
| Annual return | 15.93% | 22.29%-6.4pp | 46.48%-30.6pp | 31.72%-15.8pp |
| Employer contribution / active EE | $637 | $2,692-76.3% | $3,660-82.6% | $2,471-74.2% |
| Participant deferral / active EE | $1,168 | $3,282-64.4% | $4,371-73.3% | $3,740-68.8% |
| Admin fee / account holder | $513 | $4,401-88.4% | $5,948-91.4% | $5,306-90.3% |