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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 | $14,695 | $153,769-90.4% | $133,975-89.0% | $273,972-94.6% |
| Participation rate | 53.3% | 88.4%-35.0pp | 87.1%-33.7pp | 83.0%-29.7pp |
| Annual return | 10.27% | 36.51%-26.2pp | 29.29%-19.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,455 | $6,029-75.9% | $5,211-72.1% | $4,869-70.1% |
| Participant deferral / active EE | $2,144 | $6,958-69.2% | $6,282-65.9% | $5,287-59.4% |
| Admin fee / account holder | $915 | $11,765-92.2% | $9,324-90.2% | $10,133-91.0% |