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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 | $17,547 | $86,949-79.8% | $102,460-82.9% | $80,959-78.3% |
| Participation rate | 44.9% | 72.4%-27.5pp | 76.5%-31.6pp | 67.7%-22.8pp |
| Annual return | 10.69% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,112 | $2,370-53.1% | $3,025-63.3% | $2,757-59.7% |
| Participant deferral / active EE | $1,487 | $4,121-63.9% | $5,056-70.6% | $4,300-65.4% |
| Admin fee / account holder | $1,273 | $8,048-84.2% | $9,460-86.5% | $6,925-81.6% |