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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 | $12,571 | $167,415-92.5% | $140,514-91.1% | $198,609-93.7% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 18.41% | 13.85%+4.6pp | 14.36%+4.1pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,639 | $4,088-59.9% | $3,378-51.5% | $5,055-67.6% |
| Participant deferral / active EE | $1,639 | $5,579-70.6% | $4,919-66.7% | $6,977-76.5% |
| Admin fee / account holder | $1,738 | $16,730-89.6% | $13,697-87.3% | $19,030-90.9% |