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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 | $106,864-86.4% | $147,318-90.1% | $82,637-82.4% |
| Participation rate | 35.7% | 75.5%-39.8pp | 82.1%-46.4pp | 68.1%-32.3pp |
| Annual return | 16.88% | 27.49%-10.6pp | 70.43%-53.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $734 | $3,417-78.5% | $4,593-84.0% | $2,552-71.2% |
| Participant deferral / active EE | $1,745 | $6,496-73.1% | $7,906-77.9% | $4,126-57.7% |
| Admin fee / account holder | $7,585 | $8,415-9.9% | $13,708-44.7% | $7,339+3.4% |