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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 | $12,794 | $153,769-91.7% | $133,975-90.5% | $273,972-95.3% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 11.59% | 36.51%-24.9pp | 29.29%-17.7pp | 41.46%-29.9pp |
| Employer contribution / active EE | $1,451 | $6,029-75.9% | $5,211-72.1% | $4,869-70.2% |
| Participant deferral / active EE | $1,682 | $6,958-75.8% | $6,282-73.2% | $5,287-68.2% |
| Admin fee / account holder | $972 | $11,765-91.7% | $9,324-89.6% | $10,133-90.4% |