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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 | $12,876 | $135,956-90.5% | $123,894-89.6% | $273,972-95.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 13.82% | 56.63%-42.8pp | 47.52%-33.7pp | 41.46%-27.6pp |
| Employer contribution / active EE | $1,600 | $5,170-69.1% | $4,617-65.3% | $4,869-67.1% |
| Participant deferral / active EE | $1,975 | $6,343-68.9% | $5,984-67.0% | $5,287-62.7% |
| Admin fee / account holder | $1,169 | $9,817-88.1% | $8,357-86.0% | $10,133-88.5% |