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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 | $15,931 | $71,215-77.6% | $93,696-83.0% | $80,935-80.3% |
| Participation rate | 48.1% | 60.4%-12.3pp | 68.7%-20.6pp | 67.7%-19.5pp |
| Annual return | 10.12% | 11.27%-1.2pp | 133.74%-123.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $842 | $1,565-46.2% | $2,422-65.2% | $2,757-69.4% |
| Participant deferral / active EE | $1,148 | $4,037-71.5% | $4,417-74.0% | $4,299-73.3% |
| Admin fee / account holder | $3,444 | $6,958-50.5% | $8,287-58.4% | $6,924-50.3% |