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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 | $11,582 | $67,602-82.9% | $82,312-85.9% | $70,126-83.5% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | 17.76% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $885 | $1,755-49.6% | $2,428-63.6% | $2,343-62.2% |
| Participant deferral / active EE | $1,183 | $2,987-60.4% | $3,706-68.1% | $3,332-64.5% |
| Admin fee / account holder | $1,084 | $4,512-76.0% | $5,608-80.7% | $4,645-76.7% |