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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 | $14,531 | $106,749-86.4% | $145,433-90.0% | $82,448-82.4% |
| Participation rate | 35.7% | 75.6%-39.9pp | 82.1%-46.4pp | 68.1%-32.4pp |
| Annual return | 16.88% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $734 | $3,444-78.7% | $4,554-83.9% | $2,551-71.2% |
| Participant deferral / active EE | $1,745 | $6,519-73.2% | $7,897-77.9% | $4,139-57.8% |
| Admin fee / account holder | $7,585 | $8,390-9.6% | $13,129-42.2% | $7,234+4.8% |