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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 | $20,700 | $94,031-78.0% | $115,768-82.1% | $82,448-74.9% |
| Participation rate | 58.1% | 70.4%-12.4pp | 74.4%-16.3pp | 68.1%-10.0pp |
| Annual return | 14.84% | 20.61%-5.8pp | 100.46%-85.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $986 | $2,323-57.6% | $2,940-66.5% | $2,551-61.4% |
| Participant deferral / active EE | $1,685 | $3,972-57.6% | $4,917-65.7% | $4,139-59.3% |
| Admin fee / account holder | $3,598 | $10,249-64.9% | $12,439-71.1% | $7,234-50.3% |