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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 | $10,868 | $138,312-92.1% | $122,979-91.2% | $155,188-93.0% |
| Participation rate | 55.6% | 80.2%-24.6pp | 77.2%-21.6pp | 80.8%-25.2pp |
| Annual return | 11.95% | 22.06%-10.1pp | 20.12%-8.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $1,057 | $3,530-70.1% | $3,062-65.5% | $4,248-75.1% |
| Participant deferral / active EE | $1,572 | $5,592-71.9% | $5,003-68.6% | $6,531-75.9% |
| Admin fee / account holder | $2,535 | $15,089-83.2% | $12,864-80.3% | $14,480-82.5% |