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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 | $12,145 | $65,364-81.4% | $92,909-86.9% | $72,975-83.4% |
| Participation rate | 58.3% | 68.3%-10.0pp | 76.0%-17.7pp | 69.5%-11.2pp |
| Annual return | 34.06% | 42.11%-8.0pp | 109.44%-75.4pp | 81.01%-46.9pp |
| Employer contribution / active EE | $979 | $2,594-62.3% | $3,653-73.2% | $2,440-59.9% |
| Participant deferral / active EE | $1,232 | $3,128-60.6% | $4,238-70.9% | $3,608-65.8% |
| Admin fee / account holder | $1,080 | $4,251-74.6% | $5,795-81.4% | $5,124-78.9% |