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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 | $11,913 | $93,057-87.2% | $153,500-92.2% | $80,925-85.3% |
| Participation rate | 60.0% | 69.0%-9.0pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 14.58% | 19.96%-5.4pp | 15.70%-1.1pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,818 | $5,179-64.9% | $6,756-73.1% | $4,299-57.7% |
| Admin fee / account holder | $1,379 | $8,885-84.5% | $12,736-89.2% | $6,940-80.1% |