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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 | $13,326 | $64,359-79.3% | $90,161-85.2% | $70,126-81.0% |
| Participation rate | 55.0% | 70.4%-15.4pp | 76.9%-21.9pp | 69.5%-14.5pp |
| Annual return | 19.71% | 28.13%-8.4pp | 34.89%-15.2pp | 73.15%-53.4pp |
| Employer contribution / active EE | $504 | $2,046-75.4% | $3,318-84.8% | $2,343-78.5% |
| Participant deferral / active EE | $1,329 | $4,389-69.7% | $5,287-74.9% | $3,332-60.1% |
| Admin fee / account holder | $1,113 | $3,945-71.8% | $5,943-81.3% | $4,645-76.0% |