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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 | $12,712 | $76,551-83.4% | $123,894-89.7% | $62,881-79.8% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 8.96% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,090 | $2,882-62.2% | $4,617-76.4% | $2,281-52.2% |
| Participant deferral / active EE | $1,973 | $4,840-59.2% | $5,984-67.0% | $3,203-38.4% |
| Admin fee / account holder | $1,647 | $4,826-65.9% | $8,357-80.3% | $4,296-61.6% |