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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 | $14,139 | $106,749-86.8% | $145,433-90.3% | $82,448-82.9% |
| Participation rate | 53.9% | 75.6%-21.7pp | 82.1%-28.2pp | 68.1%-14.1pp |
| Annual return | 15.32% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $814 | $3,444-76.4% | $4,554-82.1% | $2,551-68.1% |
| Participant deferral / active EE | $1,486 | $6,519-77.2% | $7,897-81.2% | $4,139-64.1% |
| Admin fee / account holder | $1,761 | $8,390-79.0% | $13,129-86.6% | $7,234-75.7% |