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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 | $12,930 | $81,487-84.1% | $102,412-87.4% | $80,935-84.0% |
| Participation rate | 46.2% | 66.8%-20.7pp | 74.5%-28.3pp | 67.7%-21.5pp |
| Annual return | 17.65% | 25.60%-7.9pp | 24.94%-7.3pp | 35.66%-18.0pp |
| Employer contribution / active EE | $1,041 | $3,103-66.5% | $3,870-73.1% | $2,757-62.2% |
| Participant deferral / active EE | $1,239 | $3,871-68.0% | $5,060-75.5% | $4,299-71.2% |
| Admin fee / account holder | $372 | $6,717-94.5% | $8,388-95.6% | $6,924-94.6% |