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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 | $13,091 | $89,364-85.4% | $141,177-90.7% | $72,983-82.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 21.07% | 111.86%-90.8pp | 71.40%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $763 | $3,115-75.5% | $4,736-83.9% | $2,440-68.7% |
| Participant deferral / active EE | $1,327 | $5,419-75.5% | $6,710-80.2% | $3,608-63.2% |
| Admin fee / account holder | $1,200 | $5,959-79.9% | $10,263-88.3% | $5,124-76.6% |