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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 | $11,870 | $51,184-76.8% | $66,439-82.1% | $86,983-86.4% |
| Participation rate | 67.8% | 68.5%-0.7pp | 74.5%-6.7pp | 69.5%-1.7pp |
| Annual return | 14.54% | 17.07%-2.5pp | 757.66%-743.1pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,615 | $2,023-20.2% | $2,637-38.7% | $2,584-37.5% |
| Participant deferral / active EE | $968 | $2,927-66.9% | $3,876-75.0% | $4,194-76.9% |
| Admin fee / account holder | $1,019 | $4,154-75.5% | $6,173-83.5% | $7,856-87.0% |