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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 | $10,466 | $87,834-88.1% | $133,975-92.2% | $62,881-83.4% |
| Participation rate | 66.2% | 83.4%-17.2pp | 87.1%-20.9pp | 69.3%-3.1pp |
| Annual return | 8.63% | 12.05%-3.4pp | 29.29%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,123 | $3,482-67.8% | $5,211-78.5% | $2,281-50.8% |
| Participant deferral / active EE | $1,762 | $4,812-63.4% | $6,282-71.9% | $3,203-45.0% |
| Admin fee / account holder | $331 | $5,372-93.8% | $9,324-96.4% | $4,296-92.3% |