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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 | $17,191 | $106,864-83.9% | $147,318-88.3% | $82,637-79.2% |
| Participation rate | 62.5% | 75.5%-13.0pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 20.50% | 27.49%-7.0pp | 70.43%-49.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,280 | $3,417-62.5% | $4,593-72.1% | $2,552-49.8% |
| Participant deferral / active EE | $2,069 | $6,496-68.1% | $7,906-73.8% | $4,126-49.9% |
| Admin fee / account holder | $766 | $8,415-90.9% | $13,708-94.4% | $7,339-89.6% |