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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 | $12,449 | $94,031-86.8% | $115,768-89.2% | $82,448-84.9% |
| Participation rate | 66.0% | 70.4%-4.4pp | 74.4%-8.4pp | 68.1%-2.0pp |
| Annual return | 17.79% | 20.61%-2.8pp | 100.46%-82.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,078 | $2,323-53.6% | $2,940-63.3% | $2,551-57.7% |
| Participant deferral / active EE | $1,671 | $3,972-57.9% | $4,917-66.0% | $4,139-59.6% |
| Admin fee / account holder | $473 | $10,249-95.4% | $12,439-96.2% | $7,234-93.5% |