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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 | $89,259-84.8% | $107,187-87.3% | $82,637-83.6% |
| Participation rate | 35.9% | 67.9%-32.1pp | 75.0%-39.2pp | 68.1%-32.2pp |
| Annual return | 17.30% | 21.02%-3.7pp | 204.55%-187.3pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,052 | $3,080-65.8% | $3,782-72.2% | $2,552-58.8% |
| Participant deferral / active EE | $1,540 | $4,037-61.9% | $5,096-69.8% | $4,126-62.7% |
| Admin fee / account holder | $1,866 | $7,381-74.7% | $9,162-79.6% | $7,339-74.6% |