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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 | $17,372 | $87,733-80.2% | $106,555-83.7% | $85,847-79.8% |
| Participation rate | 31.3% | 71.9%-40.7pp | 76.1%-44.9pp | 69.3%-38.1pp |
| Annual return | 14.96% | 21.86%-6.9pp | 26.80%-11.8pp | 318.61%-303.6pp |
| Employer contribution / active EE | $691 | $2,073-66.7% | $2,819-75.5% | $2,565-73.1% |
| Participant deferral / active EE | $1,141 | $3,469-67.1% | $4,399-74.1% | $3,952-71.1% |
| Admin fee / account holder | $1,053 | $6,767-84.4% | $7,408-85.8% | $6,261-83.2% |