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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 | $13,935 | $93,617-85.1% | $135,982-89.8% | $75,177-81.5% |
| Participation rate | 48.3% | 75.2%-26.9pp | 81.9%-33.6pp | 67.2%-18.9pp |
| Annual return | 20.99% | 30.89%-9.9pp | 68.32%-47.3pp | 160.75%-139.8pp |
| Employer contribution / active EE | $1,073 | $3,538-69.7% | $4,859-77.9% | $2,671-59.8% |
| Participant deferral / active EE | $1,704 | $6,406-73.4% | $7,760-78.0% | $4,126-58.7% |
| Admin fee / account holder | $712 | $6,980-89.8% | $10,767-93.4% | $5,651-87.4% |