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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 | $18,333 | $72,492-74.7% | $87,104-79.0% | $72,975-74.9% |
| Participation rate | 30.8% | 72.8%-42.0pp | 76.9%-46.1pp | 69.5%-38.7pp |
| Annual return | 21.17% | 24.46%-3.3pp | 28.19%-7.0pp | 81.01%-59.8pp |
| Employer contribution / active EE | $494 | $1,894-73.9% | $2,521-80.4% | $2,440-79.8% |
| Participant deferral / active EE | $747 | $3,270-77.2% | $4,048-81.6% | $3,608-79.3% |
| Admin fee / account holder | $1,384 | $5,055-72.6% | $7,491-81.5% | $5,124-73.0% |