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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 | $8,523 | $49,249-82.7% | $70,476-87.9% | $79,852-89.3% |
| Participation rate | 55.3% | 69.2%-13.9pp | 75.1%-19.8pp | 69.6%-14.4pp |
| Annual return | 17.76% | 30.09%-12.3pp | 109.12%-91.4pp | 31.72%-14.0pp |
| Employer contribution / active EE | $1,359 | $2,100-35.3% | $2,738-50.3% | $2,471-45.0% |
| Participant deferral / active EE | $98 | $2,769-96.5% | $3,710-97.4% | $3,740-97.4% |
| Admin fee / account holder | $2,256 | $2,878-21.6% | $3,847-41.4% | $5,306-57.5% |