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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 | $15,598 | $99,345-84.3% | $84,753-81.6% | $273,972-94.3% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | 6.33% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.1pp |
| Employer contribution / active EE | $627 | $4,214-85.1% | $3,574-82.5% | $4,869-87.1% |
| Participant deferral / active EE | $812 | $4,270-81.0% | $3,712-78.1% | $5,287-84.6% |
| Admin fee / account holder | $3,108 | $6,645-53.2% | $5,333-41.7% | $10,133-69.3% |