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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 | $106,524-83.9% | $152,301-88.7% | $87,485-80.4% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.4%-24.8pp | 68.9%-11.2pp |
| Annual return | 20.26% | 26.89%-6.6pp | 80.50%-60.2pp | 26.06%-5.8pp |
| Employer contribution / active EE | $1,353 | $3,371-59.9% | $4,624-70.8% | $2,596-47.9% |
| Participant deferral / active EE | $1,456 | $6,525-77.7% | $8,004-81.8% | $4,274-65.9% |
| Admin fee / account holder | $371 | $8,287-95.5% | $14,398-97.4% | $7,775-95.2% |