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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 | $10,537 | $106,749-90.1% | $145,433-92.8% | $82,448-87.2% |
| Participation rate | 61.5% | 75.6%-14.1pp | 82.1%-20.6pp | 68.1%-6.5pp |
| Annual return | 24.86% | 27.59%-2.7pp | 66.58%-41.7pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,304 | $3,444-62.1% | $4,554-71.4% | $2,551-48.9% |
| Participant deferral / active EE | $1,765 | $6,519-72.9% | $7,897-77.6% | $4,139-57.4% |
| Admin fee / account holder | $940 | $8,390-88.8% | $13,129-92.8% | $7,234-87.0% |