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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 | $39,166 | $167,415-76.6% | $140,514-72.1% | $198,609-80.3% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 10.97% | 13.85%-2.9pp | 14.36%-3.4pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,428 | $4,088-65.1% | $3,378-57.7% | $5,055-71.8% |
| Participant deferral / active EE | $752 | $5,579-86.5% | $4,919-84.7% | $6,977-89.2% |
| Admin fee / account holder | $647 | $16,730-96.1% | $13,697-95.3% | $19,030-96.6% |