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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 | $101,950-87.8% | $125,529-90.1% | $86,983-85.7% |
| Participation rate | 66.0% | 70.2%-4.1pp | 74.7%-8.7pp | 69.5%-3.5pp |
| Annual return | 17.79% | 18.29%-0.5pp | 202.56%-184.8pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,078 | $2,358-54.3% | $3,058-64.7% | $2,584-58.3% |
| Participant deferral / active EE | $1,671 | $3,862-56.7% | $4,813-65.3% | $4,194-60.2% |
| Admin fee / account holder | $473 | $12,791-96.3% | $16,298-97.1% | $7,856-94.0% |