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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 | $10,465 | $76,551-86.3% | $123,894-91.6% | $62,881-83.4% |
| Participation rate | 47.0% | 73.0%-26.0pp | 81.4%-34.4pp | 69.3%-22.3pp |
| Annual return | 10.87% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $997 | $2,882-65.4% | $4,617-78.4% | $2,281-56.3% |
| Participant deferral / active EE | $1,498 | $4,840-69.0% | $5,984-75.0% | $3,203-53.2% |
| Admin fee / account holder | $1,791 | $4,826-62.9% | $8,357-78.6% | $4,296-58.3% |