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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 | $124,425-89.9% | $112,040-88.8% | $137,256-90.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 18.41% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,639 | $3,411-52.0% | $2,954-44.5% | $4,156-60.6% |
| Participant deferral / active EE | $1,639 | $5,718-71.3% | $5,098-67.9% | $6,407-74.4% |
| Admin fee / account holder | $1,738 | $15,207-88.6% | $12,098-85.6% | $12,270-85.8% |