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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 | $15,470 | $76,551-79.8% | $123,894-87.5% | $62,881-75.4% |
| Participation rate | 31.9% | 73.0%-41.1pp | 81.4%-49.5pp | 69.3%-37.4pp |
| Annual return | 17.18% | 18.68%-1.5pp | 47.52%-30.3pp | 20.14%-3.0pp |
| Employer contribution / active EE | $618 | $2,882-78.6% | $4,617-86.6% | $2,281-72.9% |
| Participant deferral / active EE | $1,044 | $4,840-78.4% | $5,984-82.5% | $3,203-67.4% |
| Admin fee / account holder | $1,031 | $4,826-78.6% | $8,357-87.7% | $4,296-76.0% |