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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 | $16,493 | $118,467-86.1% | $98,450-83.2% | $139,456-88.2% |
| Participation rate | 38.5% | 77.5%-39.0pp | 75.2%-36.7pp | 80.3%-41.9pp |
| Annual return | 12.01% | 18.95%-6.9pp | 21.16%-9.1pp | 373.45%-361.4pp |
| Employer contribution / active EE | $864 | $3,611-76.1% | $3,049-71.7% | $4,753-81.8% |
| Participant deferral / active EE | $1,297 | $5,393-76.0% | $4,739-72.6% | $6,711-80.7% |
| Admin fee / account holder | $11,974 | $14,057-14.8% | $8,961+33.6% | $11,407+5.0% |