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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 | $4,351 | $101,798-95.7% | $165,071-97.4% | $80,935-94.6% |
| Participation rate | 66.0% | 71.8%-5.9pp | 78.6%-12.7pp | 67.7%-1.7pp |
| Annual return | 12.75% | 16.73%-4.0pp | 70.17%-57.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,094 | $2,954-63.0% | $4,347-74.8% | $2,757-60.3% |
| Participant deferral / active EE | $1,640 | $4,476-63.4% | $6,035-72.8% | $4,299-61.8% |
| Admin fee / account holder | $1,006 | $8,221-87.8% | $12,695-92.1% | $6,924-85.5% |