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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 | $12,865 | $123,000-89.5% | $105,582-87.8% | $198,609-93.5% |
| Participation rate | 40.0% | 76.8%-36.8pp | 71.8%-31.8pp | 82.4%-42.4pp |
| Annual return | 10.90% | 18.31%-7.4pp | 18.61%-7.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $968 | $3,582-73.0% | $2,984-67.6% | $5,055-80.9% |
| Participant deferral / active EE | $1,828 | $5,013-63.5% | $4,353-58.0% | $6,977-73.8% |
| Admin fee / account holder | $7,979 | $16,254-50.9% | $12,856-37.9% | $19,030-58.1% |