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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 | $14,060 | $63,365-77.8% | $91,994-84.7% | $72,976-80.7% |
| Participation rate | 42.3% | 72.5%-30.2pp | 78.6%-36.3pp | 69.5%-27.2pp |
| Annual return | 24.96% | 35.35%-10.4pp | 69.04%-44.1pp | 81.02%-56.1pp |
| Employer contribution / active EE | $669 | $2,116-68.4% | $3,453-80.6% | $2,440-72.6% |
| Participant deferral / active EE | $1,795 | $4,883-63.2% | $5,924-69.7% | $3,608-50.2% |
| Admin fee / account holder | $1,113 | $4,670-76.2% | $7,744-85.6% | $5,124-78.3% |