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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 | $16,196 | $74,535-78.3% | $100,712-83.9% | $82,637-80.4% |
| Participation rate | 12.9% | 61.2%-48.3pp | 69.3%-56.4pp | 68.1%-55.2pp |
| Annual return | 18.94% | 18.92%0pp | 33.27%-14.3pp | 53.51%-34.6pp |
| Employer contribution / active EE | $336 | $1,503-77.6% | $2,313-85.5% | $2,552-86.8% |
| Participant deferral / active EE | $362 | $3,074-88.2% | $4,085-91.1% | $4,126-91.2% |
| Admin fee / account holder | $2,023 | $6,576-69.2% | $9,256-78.1% | $7,339-72.4% |