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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 | $7,020 | $103,393-93.2% | $87,103-91.9% | $152,909-95.4% |
| Participation rate | 45.0% | 79.4%-34.4pp | 76.9%-31.9pp | 82.5%-37.5pp |
| Annual return | 14.60% | 28.10%-13.5pp | 28.19%-13.6pp | 345.46%-330.9pp |
| Employer contribution / active EE | $1,017 | $3,221-68.4% | $2,521-59.7% | $4,764-78.7% |
| Participant deferral / active EE | $1,250 | $4,778-73.8% | $4,049-69.1% | $5,851-78.6% |
| Admin fee / account holder | $2,153 | $12,195-82.3% | $7,491-71.3% | $11,601-81.4% |