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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 | $15,835 | $106,864-85.2% | $147,318-89.3% | $82,637-80.8% |
| Participation rate | 50.8% | 75.5%-24.7pp | 82.1%-31.2pp | 68.1%-17.2pp |
| Annual return | 15.17% | 27.49%-12.3pp | 70.43%-55.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $938 | $3,417-72.5% | $4,593-79.6% | $2,552-63.2% |
| Participant deferral / active EE | $2,088 | $6,496-67.9% | $7,906-73.6% | $4,126-49.4% |
| Admin fee / account holder | $4,108 | $8,415-51.2% | $13,708-70.0% | $7,339-44.0% |