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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 | $12,321 | $87,733-86.0% | $106,555-88.4% | $85,847-85.6% |
| Participation rate | 25.9% | 71.9%-46.0pp | 76.1%-50.2pp | 69.3%-43.4pp |
| Annual return | 17.95% | 21.86%-3.9pp | 26.80%-8.9pp | 318.61%-300.7pp |
| Employer contribution / active EE | $550 | $2,073-73.5% | $2,819-80.5% | $2,565-78.6% |
| Participant deferral / active EE | $1,192 | $3,469-65.6% | $4,399-72.9% | $3,952-69.8% |
| Admin fee / account holder | $597 | $6,767-91.2% | $7,408-91.9% | $6,261-90.5% |