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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 | $12,961 | $68,398-81.0% | $94,664-86.3% | $75,173-82.8% |
| Participation rate | 50.0% | 76.1%-26.1pp | 80.8%-30.8pp | 67.2%-17.2pp |
| Annual return | 24.84% | 616.72%-591.9pp | 156.84%-132.0pp | 160.72%-135.9pp |
| Employer contribution / active EE | $897 | $2,701-66.8% | $3,673-75.6% | $2,671-66.4% |
| Participant deferral / active EE | $1,451 | $6,537-77.8% | $7,417-80.4% | $4,126-64.8% |
| Admin fee / account holder | $749 | $5,324-85.9% | $7,222-89.6% | $5,651-86.7% |