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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 | $13,396 | $73,955-81.9% | $96,520-86.1% | $75,181-82.2% |
| Participation rate | 14.7% | 66.4%-51.7pp | 74.3%-59.6pp | 67.2%-52.5pp |
| Annual return | 15.96% | 26.72%-10.8pp | 35.72%-19.8pp | 160.69%-144.7pp |
| Employer contribution / active EE | $968 | $2,930-67.0% | $3,739-74.1% | $2,671-63.7% |
| Participant deferral / active EE | $1,384 | $3,659-62.2% | $4,879-71.6% | $4,126-66.5% |
| Admin fee / account holder | $5,184 | $5,217-0.6% | $6,733-23.0% | $5,650-8.2% |