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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 | $12,697 | $79,955-84.1% | $98,461-87.1% | $75,173-83.1% |
| Participation rate | 38.9% | 70.4%-31.5pp | 75.2%-36.3pp | 67.2%-28.3pp |
| Annual return | 22.13% | 19.75%+2.4pp | 21.17%+1.0pp | 160.72%-138.6pp |
| Employer contribution / active EE | $854 | $2,264-62.3% | $3,049-72.0% | $2,671-68.0% |
| Participant deferral / active EE | $1,249 | $3,752-66.7% | $4,738-73.6% | $4,126-69.7% |
| Admin fee / account holder | $1,465 | $6,841-78.6% | $8,961-83.6% | $5,651-74.1% |