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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 | $12,401 | $72,273-82.8% | $101,275-87.8% | $79,856-84.5% |
| Participation rate | 67.6% | 68.5%-0.9pp | 75.8%-8.2pp | 69.6%-2.1pp |
| Annual return | 18.66% | 22.30%-3.6pp | 46.48%-27.8pp | 31.71%-13.1pp |
| Employer contribution / active EE | $940 | $2,691-65.1% | $3,660-74.3% | $2,471-61.9% |
| Participant deferral / active EE | $864 | $3,282-73.7% | $4,371-80.2% | $3,741-76.9% |
| Admin fee / account holder | $1,073 | $4,401-75.6% | $5,948-82.0% | $5,306-79.8% |