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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 | $20,308 | $76,551-73.5% | $123,894-83.6% | $62,881-67.7% |
| Participation rate | 40.9% | 73.0%-32.1pp | 81.4%-40.6pp | 69.3%-28.4pp |
| Annual return | 6.26% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,174 | $2,882-59.3% | $4,617-74.6% | $2,281-48.5% |
| Participant deferral / active EE | $1,572 | $4,840-67.5% | $5,984-73.7% | $3,203-50.9% |
| Admin fee / account holder | $4,196 | $4,826-13.1% | $8,357-49.8% | $4,296-2.3% |