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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 | $20,132 | $89,259-77.4% | $107,187-81.2% | $82,637-75.6% |
| Participation rate | 57.1% | 67.9%-10.8pp | 75.0%-17.9pp | 68.1%-10.9pp |
| Annual return | 15.00% | 21.02%-6.0pp | 204.55%-189.5pp | 53.51%-38.5pp |
| Employer contribution / active EE | $854 | $3,080-72.3% | $3,782-77.4% | $2,552-66.5% |
| Participant deferral / active EE | $1,530 | $4,037-62.1% | $5,096-70.0% | $4,126-62.9% |
| Admin fee / account holder | $1,627 | $7,381-78.0% | $9,162-82.2% | $7,339-77.8% |