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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 | $17,547 | $106,864-83.6% | $147,318-88.1% | $82,637-78.8% |
| Participation rate | 54.5% | 75.5%-21.0pp | 82.1%-27.5pp | 68.1%-13.5pp |
| Annual return | 22.31% | 27.49%-5.2pp | 70.43%-48.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $2,729 | $3,417-20.1% | $4,593-40.6% | $2,552+6.9% |
| Participant deferral / active EE | $1,621 | $6,496-75.0% | $7,906-79.5% | $4,126-60.7% |
| Admin fee / account holder | $396 | $8,415-95.3% | $13,708-97.1% | $7,339-94.6% |