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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 | $15,677 | $110,212-85.8% | $96,534-83.8% | $139,466-88.8% |
| Participation rate | 20.0% | 78.1%-58.1pp | 76.0%-56.0pp | 80.3%-60.3pp |
| Annual return | 10.06% | 26.42%-16.4pp | 25.88%-15.8pp | 373.66%-363.6pp |
| Employer contribution / active EE | $917 | $3,620-74.7% | $2,965-69.1% | $4,754-80.7% |
| Participant deferral / active EE | $1,310 | $5,547-76.4% | $4,851-73.0% | $6,712-80.5% |
| Admin fee / account holder | $19,036 | $11,599+64.1% | $8,253+130.7% | $11,409+66.9% |