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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 | $11,560 | $124,330-90.7% | $109,173-89.4% | $167,536-93.1% |
| Participation rate | 37.5% | 79.5%-42.0pp | 75.9%-38.4pp | 82.1%-44.6pp |
| Annual return | 21.40% | 26.04%-4.6pp | 25.75%-4.4pp | 478.82%-457.4pp |
| Employer contribution / active EE | $1,050 | $4,209-75.1% | $3,723-71.8% | $4,839-78.3% |
| Participant deferral / active EE | $1,174 | $5,256-77.7% | $4,654-74.8% | $6,342-81.5% |
| Admin fee / account holder | $6,732 | $7,974-15.6% | $6,755-0.3% | $12,315-45.3% |