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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 | $11,438 | $93,617-87.8% | $135,982-91.6% | $75,177-84.8% |
| Participation rate | 46.7% | 75.2%-28.5pp | 81.9%-35.3pp | 67.2%-20.5pp |
| Annual return | 19.75% | 30.89%-11.1pp | 68.32%-48.6pp | 160.75%-141.0pp |
| Employer contribution / active EE | $962 | $3,538-72.8% | $4,859-80.2% | $2,671-64.0% |
| Participant deferral / active EE | $1,477 | $6,406-76.9% | $7,760-81.0% | $4,126-64.2% |
| Admin fee / account holder | $587 | $6,980-91.6% | $10,767-94.5% | $5,651-89.6% |