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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 | $16,119 | $72,492-77.8% | $87,102-81.5% | $72,983-77.9% |
| Participation rate | 28.1% | 72.8%-44.7pp | 76.9%-48.7pp | 69.5%-41.4pp |
| Annual return | 19.11% | 24.46%-5.3pp | 28.19%-9.1pp | 81.01%-61.9pp |
| Employer contribution / active EE | $524 | $1,894-72.3% | $2,521-79.2% | $2,440-78.5% |
| Participant deferral / active EE | $714 | $3,270-78.2% | $4,048-82.4% | $3,608-80.2% |
| Admin fee / account holder | $13,919 | $5,055+175.4% | $7,491+85.8% | $5,124+171.6% |