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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 | $16,814 | $106,864-84.3% | $147,318-88.6% | $82,637-79.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 17.38% | 27.49%-10.1pp | 70.43%-53.1pp | 53.51%-36.1pp |
| Employer contribution / active EE | $723 | $3,417-78.8% | $4,593-84.3% | $2,552-71.7% |
| Participant deferral / active EE | $1,251 | $6,496-80.7% | $7,906-84.2% | $4,126-69.7% |
| Admin fee / account holder | $1,556 | $8,415-81.5% | $13,708-88.6% | $7,339-78.8% |