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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 | $21,101 | $135,956-84.5% | $123,894-83.0% | $273,972-92.3% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 5.78% | 56.63%-50.9pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,171 | $5,170-77.3% | $4,617-74.6% | $4,869-75.9% |
| Participant deferral / active EE | $1,943 | $6,343-69.4% | $5,984-67.5% | $5,287-63.3% |
| Admin fee / account holder | $3,270 | $9,817-66.7% | $8,357-60.9% | $10,133-67.7% |