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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 | $12,047 | $153,769-92.2% | $133,975-91.0% | $273,972-95.6% |
| Participation rate | 65.2% | 88.4%-23.1pp | 87.1%-21.8pp | 83.0%-17.8pp |
| Annual return | 7.14% | 36.51%-29.4pp | 29.29%-22.2pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,313 | $6,029-78.2% | $5,211-74.8% | $4,869-73.0% |
| Participant deferral / active EE | $1,467 | $6,958-78.9% | $6,282-76.7% | $5,287-72.3% |
| Admin fee / account holder | $977 | $11,765-91.7% | $9,324-89.5% | $10,133-90.4% |