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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 | $16,646 | $88,707-81.2% | $74,184-77.6% | $273,972-93.9% |
| Participation rate | 68.2% | 79.4%-11.3pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 8.05% | 11.94%-3.9pp | 17.74%-9.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $572 | $3,159-81.9% | $2,370-75.9% | $4,869-88.3% |
| Participant deferral / active EE | $747 | $4,212-82.3% | $3,550-79.0% | $5,287-85.9% |
| Admin fee / account holder | $1,638 | $8,717-81.2% | $5,586-70.7% | $10,133-83.8% |