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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 | $12,609 | $63,114-80.0% | $92,909-86.4% | $65,185-80.7% |
| Participation rate | 58.5% | 68.8%-10.3pp | 76.0%-17.5pp | 70.2%-11.7pp |
| Annual return | 19.28% | 28.75%-9.5pp | 109.44%-90.2pp | 29.38%-10.1pp |
| Employer contribution / active EE | $918 | $2,571-64.3% | $3,653-74.9% | $2,177-57.8% |
| Participant deferral / active EE | $853 | $3,108-72.6% | $4,238-79.9% | $3,514-75.7% |
| Admin fee / account holder | $2,327 | $624+273.2% | $5,795-59.8% | $847+174.7% |