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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 | $13,134 | $72,272-81.8% | $101,264-87.0% | $79,858-83.6% |
| Participation rate | 29.0% | 68.5%-39.4pp | 75.8%-46.8pp | 69.6%-40.6pp |
| Annual return | 12.14% | 22.30%-10.2pp | 46.48%-34.3pp | 31.72%-19.6pp |
| Employer contribution / active EE | $619 | $2,692-77.0% | $3,660-83.1% | $2,471-75.0% |
| Participant deferral / active EE | $935 | $3,282-71.5% | $4,370-78.6% | $3,740-75.0% |
| Admin fee / account holder | $688 | $4,401-84.4% | $5,947-88.4% | $5,306-87.0% |