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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 | $20,961 | $106,524-80.3% | $152,301-86.2% | $87,485-76.0% |
| Participation rate | 45.5% | 75.8%-30.3pp | 82.4%-37.0pp | 68.9%-23.5pp |
| Annual return | 18.87% | 26.89%-8.0pp | 80.50%-61.6pp | 26.06%-7.2pp |
| Employer contribution / active EE | $838 | $3,371-75.2% | $4,624-81.9% | $2,596-67.7% |
| Participant deferral / active EE | $2,120 | $6,525-67.5% | $8,004-73.5% | $4,274-50.4% |
| Admin fee / account holder | $413 | $8,287-95.0% | $14,398-97.1% | $7,775-94.7% |