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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 | $12,403 | $81,476-84.8% | $102,383-87.9% | $80,925-84.7% |
| Participation rate | 56.3% | 66.8%-10.6pp | 74.5%-18.3pp | 67.7%-11.4pp |
| Annual return | 12.64% | 25.59%-13.0pp | 24.94%-12.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,486 | $3,105-52.2% | $3,870-61.6% | $2,756-46.1% |
| Participant deferral / active EE | $1,267 | $3,871-67.3% | $5,060-75.0% | $4,299-70.5% |
| Admin fee / account holder | $948 | $6,717-85.9% | $8,391-88.7% | $6,940-86.3% |