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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 | $23,504 | $80,992-71.0% | $96,534-75.7% | $75,173-68.7% |
| Participation rate | 41.5% | 71.8%-30.3pp | 76.0%-34.5pp | 67.2%-25.7pp |
| Annual return | 20.38% | 27.05%-6.7pp | 25.88%-5.5pp | 160.72%-140.3pp |
| Employer contribution / active EE | $652 | $2,283-71.5% | $2,965-78.0% | $2,671-75.6% |
| Participant deferral / active EE | $952 | $3,929-75.8% | $4,851-80.4% | $4,126-76.9% |
| Admin fee / account holder | $832 | $6,717-87.6% | $8,253-89.9% | $5,651-85.3% |