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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 | $24,161 | $91,760-73.7% | $156,181-84.5% | $67,986-64.5% |
| Participation rate | 41.0% | 65.0%-24.0pp | 78.8%-37.8pp | 57.2%-16.2pp |
| Annual return | 16.93% | 18.14%-1.2pp | 64.87%-47.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $657 | $2,419-72.8% | $4,294-84.7% | $2,019-67.4% |
| Participant deferral / active EE | $1,238 | $3,960-68.7% | $6,132-79.8% | $3,358-63.1% |
| Admin fee / account holder | $1,713 | $3,949-56.6% | $14,586-88.3% | $3,203-46.5% |