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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 | $12,372 | $91,559-86.5% | $133,971-90.8% | $79,852-84.5% |
| Participation rate | 36.7% | 73.3%-36.7pp | 79.8%-43.2pp | 69.6%-33.0pp |
| Annual return | 14.12% | 61.85%-47.7pp | 45.09%-31.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $776 | $2,384-67.4% | $3,919-80.2% | $2,471-68.6% |
| Participant deferral / active EE | $1,255 | $3,734-66.4% | $5,047-75.1% | $3,740-66.5% |
| Admin fee / account holder | $352 | $6,321-94.4% | $8,929-96.1% | $5,306-93.4% |