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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 | $99,875-85.8% | $146,866-90.4% | $86,983-83.7% |
| Participation rate | 53.9% | 75.8%-21.9pp | 82.5%-28.6pp | 69.5%-15.6pp |
| Annual return | 15.32% | 28.10%-12.8pp | 102.85%-87.5pp | 25.83%-10.5pp |
| Employer contribution / active EE | $814 | $3,224-74.7% | $4,425-81.6% | $2,584-68.5% |
| Participant deferral / active EE | $1,486 | $6,322-76.5% | $7,759-80.9% | $4,194-64.6% |
| Admin fee / account holder | $1,761 | $7,838-77.5% | $13,620-87.1% | $7,856-77.6% |