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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 | $16,376 | $124,425-86.8% | $112,040-85.4% | $137,256-88.1% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 18.13% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,165 | $3,411-65.9% | $2,954-60.6% | $4,156-72.0% |
| Participant deferral / active EE | $1,601 | $5,718-72.0% | $5,098-68.6% | $6,407-75.0% |
| Admin fee / account holder | $3,059 | $15,207-79.9% | $12,098-74.7% | $12,270-75.1% |