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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 | $13,064 | $115,911-88.7% | $100,530-87.0% | $158,950-91.8% |
| Participation rate | 36.8% | 81.6%-44.7pp | 79.4%-42.6pp | 82.0%-45.1pp |
| Annual return | 9.18% | 34.80%-25.6pp | 30.89%-21.7pp | 302.91%-293.7pp |
| Employer contribution / active EE | $1,111 | $4,104-72.9% | $3,418-67.5% | $4,762-76.7% |
| Participant deferral / active EE | $1,864 | $6,676-72.1% | $6,271-70.3% | $5,983-68.8% |
| Admin fee / account holder | $1,171 | $10,999-89.4% | $8,083-85.5% | $11,248-89.6% |