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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 | $16,861 | $124,425-86.4% | $112,040-85.0% | $137,256-87.7% |
| Participation rate | 47.1% | 79.3%-32.3pp | 76.5%-29.4pp | 80.0%-32.9pp |
| Annual return | 17.19% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,171 | $3,411-65.7% | $2,954-60.4% | $4,156-71.8% |
| Participant deferral / active EE | $1,779 | $5,718-68.9% | $5,098-65.1% | $6,407-72.2% |
| Admin fee / account holder | $3,415 | $15,207-77.5% | $12,098-71.8% | $12,270-72.2% |