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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 | $12,479 | $98,240-87.3% | $82,312-84.8% | $147,586-91.5% |
| Participation rate | 34.8% | 79.7%-44.9pp | 76.9%-42.1pp | 82.8%-48.0pp |
| Annual return | 18.03% | 30.85%-12.8pp | 25.88%-7.8pp | 578.59%-560.6pp |
| Employer contribution / active EE | $942 | $3,192-70.5% | $2,428-61.2% | $4,876-80.7% |
| Participant deferral / active EE | $1,246 | $4,383-71.6% | $3,706-66.4% | $5,439-77.1% |
| Admin fee / account holder | $2,090 | $8,563-75.6% | $5,608-62.7% | $10,886-80.8% |