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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 | $13,508 | $95,453-85.8% | $112,040-87.9% | $82,448-83.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 18.09% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $717 | $2,318-69.1% | $2,954-75.7% | $2,551-71.9% |
| Participant deferral / active EE | $1,450 | $4,224-65.7% | $5,098-71.5% | $4,139-65.0% |
| Admin fee / account holder | $335 | $9,013-96.3% | $12,098-97.2% | $7,234-95.4% |