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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 | $11,467 | $81,446-85.9% | $103,374-88.9% | $80,874-85.8% |
| Participation rate | 33.9% | 66.9%-33.0pp | 74.5%-40.6pp | 67.6%-33.8pp |
| Annual return | 0.00% | 25.57%-25.6pp | 24.89%-24.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,198 | $3,107-61.4% | $3,869-69.0% | $2,756-56.5% |
| Participant deferral / active EE | $1,564 | $3,870-59.6% | $5,058-69.1% | $4,297-63.6% |
| Admin fee / account holder | $694 | $6,715-89.7% | $8,394-91.7% | $6,935-90.0% |