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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 | $17,609 | $82,882-78.8% | $127,803-86.2% | $72,975-75.9% |
| Participation rate | 18.5% | 71.5%-53.0pp | 79.0%-60.5pp | 69.5%-51.0pp |
| Annual return | 24.35% | 32.20%-7.9pp | 26.14%-1.8pp | 81.01%-56.7pp |
| Employer contribution / active EE | $1,015 | $3,346-69.7% | $4,576-77.8% | $2,440-58.4% |
| Participant deferral / active EE | $1,636 | $4,791-65.8% | $6,023-72.8% | $3,608-54.7% |
| Admin fee / account holder | $1,306 | $6,487-79.9% | $9,399-86.1% | $5,124-74.5% |