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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 | $13,032 | $73,940-82.4% | $96,496-86.5% | $75,173-82.7% |
| Participation rate | 34.3% | 66.4%-32.1pp | 74.3%-40.0pp | 67.2%-32.9pp |
| Annual return | 25.76% | 26.71%-0.9pp | 35.70%-9.9pp | 160.65%-134.9pp |
| Employer contribution / active EE | $856 | $2,929-70.8% | $3,738-77.1% | $2,670-67.9% |
| Participant deferral / active EE | $1,440 | $3,659-60.6% | $4,879-70.5% | $4,126-65.1% |
| Admin fee / account holder | $3,413 | $5,216-34.6% | $6,731-49.3% | $5,651-39.6% |