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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 | $13,470 | $94,529-85.8% | $140,019-90.4% | $64,173-79.0% |
| Participation rate | 63.0% | 84.1%-21.1pp | 87.5%-24.5pp | 69.6%-6.6pp |
| Annual return | 5.12% | 7.77%-2.7pp | 651.15%-646.0pp | 7.63%-2.5pp |
| Employer contribution / active EE | $1,427 | $3,812-62.6% | $5,605-74.5% | $2,381-40.1% |
| Participant deferral / active EE | $1,347 | $5,250-74.3% | $6,927-80.6% | $3,470-61.2% |
| Admin fee / account holder | $1,791 | $6,741-73.4% | $10,705-83.3% | $4,887-63.4% |