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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 | $97,648-87.3% | $121,663-89.8% | $87,485-85.8% |
| Participation rate | 66.0% | 70.5%-4.4pp | 74.5%-8.5pp | 68.9%-2.9pp |
| Annual return | 17.79% | 18.03%-0.2pp | 147.54%-129.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,078 | $2,300-53.1% | $3,020-64.3% | $2,596-58.5% |
| Participant deferral / active EE | $1,671 | $3,923-57.4% | $4,887-65.8% | $4,274-60.9% |
| Admin fee / account holder | $473 | $11,100-95.7% | $14,289-96.7% | $7,775-93.9% |