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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 | $17,180 | $106,749-83.9% | $145,433-88.2% | $82,448-79.2% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 20.26% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,353 | $3,444-60.7% | $4,554-70.3% | $2,551-47.0% |
| Participant deferral / active EE | $1,456 | $6,519-77.7% | $7,897-81.6% | $4,139-64.8% |
| Admin fee / account holder | $371 | $8,390-95.6% | $13,129-97.2% | $7,234-94.9% |