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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 | $11,765 | $78,013-84.9% | $178,449-93.4% | $80,911-85.5% |
| Participation rate | 35.3% | 65.7%-30.4pp | 77.1%-41.8pp | 67.6%-32.4pp |
| Annual return | 12.59% | 18.07%-5.5pp | 27.09%-14.5pp | 35.63%-23.0pp |
| Employer contribution / active EE | $797 | $2,287-65.2% | $3,951-79.8% | $2,756-71.1% |
| Participant deferral / active EE | $1,036 | $4,408-76.5% | $6,277-83.5% | $4,297-75.9% |
| Admin fee / account holder | $1,245 | $7,166-82.6% | $10,362-88.0% | $6,935-82.0% |