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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 | $12,916 | $94,031-86.3% | $115,768-88.8% | $82,448-84.3% |
| Participation rate | 43.5% | 70.4%-26.9pp | 74.4%-30.9pp | 68.1%-24.6pp |
| Annual return | 19.04% | 20.61%-1.6pp | 100.46%-81.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $864 | $2,323-62.8% | $2,940-70.6% | $2,551-66.1% |
| Participant deferral / active EE | $1,312 | $3,972-67.0% | $4,917-73.3% | $4,139-68.3% |
| Admin fee / account holder | $844 | $10,249-91.8% | $12,439-93.2% | $7,234-88.3% |