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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 | $11,104 | $95,453-88.4% | $112,040-90.1% | $82,448-86.5% |
| Participation rate | 48.6% | 72.8%-24.1pp | 76.5%-27.8pp | 68.1%-19.4pp |
| Annual return | 12.87% | 23.92%-11.1pp | 24.52%-11.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $854 | $2,318-63.2% | $2,954-71.1% | $2,551-66.5% |
| Participant deferral / active EE | $937 | $4,224-77.8% | $5,098-81.6% | $4,139-77.4% |
| Admin fee / account holder | $1,533 | $9,013-83.0% | $12,098-87.3% | $7,234-78.8% |