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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 | $12,364 | $83,337-85.2% | $67,834-81.8% | $273,972-95.5% |
| Participation rate | 30.0% | 76.4%-46.4pp | 68.8%-38.8pp | 83.0%-53.0pp |
| Annual return | 18.97% | 259.45%-240.5pp | 138.47%-119.5pp | 41.46%-22.5pp |
| Employer contribution / active EE | $823 | $3,287-75.0% | $2,403-65.8% | $4,869-83.1% |
| Participant deferral / active EE | $994 | $4,088-75.7% | $3,160-68.5% | $5,287-81.2% |
| Admin fee / account holder | $2,079 | $6,752-69.2% | $4,622-55.0% | $10,133-79.5% |