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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 | $13,307 | $106,749-87.5% | $145,433-90.9% | $82,448-83.9% |
| Participation rate | 47.4% | 75.6%-28.3pp | 82.1%-34.8pp | 68.1%-20.7pp |
| Annual return | 26.12% | 27.59%-1.5pp | 66.58%-40.5pp | 41.64%-15.5pp |
| Employer contribution / active EE | $860 | $3,444-75.0% | $4,554-81.1% | $2,551-66.3% |
| Participant deferral / active EE | $2,176 | $6,519-66.6% | $7,897-72.4% | $4,139-47.4% |
| Admin fee / account holder | $1,093 | $8,390-87.0% | $13,129-91.7% | $7,234-84.9% |