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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 | $14,201 | $83,485-83.0% | $125,192-88.7% | $72,975-80.5% |
| Participation rate | 34.6% | 73.3%-38.7pp | 79.8%-45.2pp | 69.5%-34.9pp |
| Annual return | 24.95% | 25.77%-0.8pp | 43.79%-18.8pp | 81.01%-56.1pp |
| Employer contribution / active EE | $675 | $2,346-71.2% | $3,866-82.6% | $2,440-72.4% |
| Participant deferral / active EE | $1,303 | $3,586-63.7% | $4,937-73.6% | $3,608-63.9% |
| Admin fee / account holder | $1,029 | $5,518-81.3% | $9,704-89.4% | $5,124-79.9% |