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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 | $13,587 | $93,345-85.4% | $119,126-88.6% | $87,485-84.5% |
| Participation rate | 35.9% | 68.7%-32.9pp | 75.8%-39.9pp | 68.9%-33.1pp |
| Annual return | 17.30% | 19.08%-1.8pp | 282.11%-264.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,052 | $3,172-66.8% | $4,034-73.9% | $2,596-59.5% |
| Participant deferral / active EE | $1,540 | $4,099-62.4% | $5,318-71.0% | $4,274-64.0% |
| Admin fee / account holder | $1,866 | $8,039-76.8% | $10,693-82.6% | $7,775-76.0% |