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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 | $15,365 | $88,672-82.7% | $105,223-85.4% | $82,448-81.4% |
| Participation rate | 54.5% | 67.9%-13.4pp | 75.0%-20.5pp | 68.1%-13.5pp |
| Annual return | 19.83% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,190 | $3,048-60.9% | $3,689-67.7% | $2,551-53.3% |
| Participant deferral / active EE | $1,571 | $4,036-61.1% | $5,072-69.0% | $4,139-62.0% |
| Admin fee / account holder | $1,648 | $7,146-76.9% | $8,859-81.4% | $7,234-77.2% |