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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 | $8,430 | $95,453-91.2% | $112,040-92.5% | $82,448-89.8% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.5%-11.1pp | 68.1%-2.7pp |
| Annual return | 18.47% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,208 | $2,318-47.9% | $2,954-59.1% | $2,551-52.7% |
| Participant deferral / active EE | $1,279 | $4,224-69.7% | $5,098-74.9% | $4,139-69.1% |
| Admin fee / account holder | $1,245 | $9,013-86.2% | $12,098-89.7% | $7,234-82.8% |