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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 | $14,660 | $88,707-83.5% | $74,184-80.2% | $273,972-94.6% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 2.33% | 11.94%-9.6pp | 17.74%-15.4pp | 41.46%-39.1pp |
| Employer contribution / active EE | $952 | $3,159-69.9% | $2,370-59.8% | $4,869-80.5% |
| Participant deferral / active EE | $1,172 | $4,212-72.2% | $3,550-67.0% | $5,287-77.8% |
| Admin fee / account holder | $3,607 | $8,717-58.6% | $5,586-35.4% | $10,133-64.4% |