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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 | $12,765 | $87,037-85.3% | $106,201-88.0% | $80,874-84.2% |
| Participation rate | 31.1% | 70.4%-39.3pp | 75.3%-44.2pp | 67.6%-36.5pp |
| Annual return | 15.41% | 17.05%-1.6pp | 116.26%-100.8pp | 35.62%-20.2pp |
| Employer contribution / active EE | $728 | $2,396-69.6% | $3,170-77.0% | $2,756-73.6% |
| Participant deferral / active EE | $1,074 | $3,986-73.1% | $5,012-78.6% | $4,297-75.0% |
| Admin fee / account holder | $1,621 | $8,434-80.8% | $11,039-85.3% | $6,935-76.6% |