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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 | $9,820 | $110,137-91.1% | $161,149-93.9% | $82,637-88.1% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 17.56% | 20.69%-3.1pp | 21.16%-3.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,334 | $2,856-53.3% | $4,360-69.4% | $2,552-47.7% |
| Participant deferral / active EE | $1,539 | $4,575-66.3% | $6,153-75.0% | $4,126-62.7% |
| Admin fee / account holder | $2,609 | $9,467-72.4% | $15,194-82.8% | $7,339-64.4% |