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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 | $14,047 | $117,846-88.1% | $102,434-86.3% | $145,884-90.4% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 16.90% | 31.90%-15.0pp | 29.46%-12.6pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,319 | $3,615-63.5% | $3,023-56.4% | $4,662-71.7% |
| Participant deferral / active EE | $1,737 | $5,733-69.7% | $5,055-65.6% | $6,690-74.0% |
| Admin fee / account holder | $2,046 | $13,356-84.7% | $9,462-78.4% | $13,392-84.7% |