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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 | $20,141 | $91,559-78.0% | $133,978-85.0% | $79,856-74.8% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.3pp | 69.6%-16.1pp |
| Annual return | 19.01% | 61.85%-42.8pp | 45.10%-26.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,043 | $2,384-56.3% | $3,919-73.4% | $2,471-57.8% |
| Participant deferral / active EE | $1,377 | $3,734-63.1% | $5,047-72.7% | $3,741-63.2% |
| Admin fee / account holder | $352 | $6,321-94.4% | $8,930-96.1% | $5,306-93.4% |