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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 | $13,427 | $123,000-89.1% | $105,582-87.3% | $198,609-93.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 71.8%-5.1pp | 82.4%-15.7pp |
| Annual return | 17.01% | 18.31%-1.3pp | 18.61%-1.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,228 | $3,582-65.7% | $2,984-58.9% | $5,055-75.7% |
| Participant deferral / active EE | $1,629 | $5,013-67.5% | $4,353-62.6% | $6,977-76.6% |
| Admin fee / account holder | $2,514 | $16,254-84.5% | $12,856-80.4% | $19,030-86.8% |