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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 | $15,677 | $80,992-80.6% | $96,534-83.8% | $75,173-79.1% |
| Participation rate | 47.9% | 71.8%-23.9pp | 76.0%-28.1pp | 67.2%-19.3pp |
| Annual return | 15.33% | 27.05%-11.7pp | 25.88%-10.5pp | 160.72%-145.4pp |
| Employer contribution / active EE | $946 | $2,283-58.6% | $2,965-68.1% | $2,671-64.6% |
| Participant deferral / active EE | $1,388 | $3,929-64.7% | $4,851-71.4% | $4,126-66.4% |
| Admin fee / account holder | $1,849 | $6,717-72.5% | $8,253-77.6% | $5,651-67.3% |