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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 | $8,844 | $68,880-87.2% | $120,580-92.7% | $80,959-89.1% |
| Participation rate | 41.7% | 61.7%-20.0pp | 72.0%-30.3pp | 67.7%-26.0pp |
| Annual return | 11.77% | 23.68%-11.9pp | 107.48%-95.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $585 | $2,066-71.7% | $3,469-83.1% | $2,757-78.8% |
| Participant deferral / active EE | $1,049 | $3,191-67.1% | $4,995-79.0% | $4,300-75.6% |
| Admin fee / account holder | $1,206 | $5,785-79.2% | $9,418-87.2% | $6,925-82.6% |