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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 | $12,470 | $106,864-88.3% | $147,318-91.5% | $82,637-84.9% |
| Participation rate | 34.8% | 75.5%-40.7pp | 82.1%-47.3pp | 68.1%-33.3pp |
| Annual return | 15.92% | 27.49%-11.6pp | 70.43%-54.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $801 | $3,417-76.6% | $4,593-82.6% | $2,552-68.6% |
| Participant deferral / active EE | $1,439 | $6,496-77.9% | $7,906-81.8% | $4,126-65.1% |
| Admin fee / account holder | $691 | $8,415-91.8% | $13,708-95.0% | $7,339-90.6% |