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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 | $18,867 | $78,707-76.0% | $117,861-84.0% | $70,126-73.1% |
| Participation rate | 54.1% | 73.2%-19.1pp | 79.7%-25.6pp | 69.5%-15.5pp |
| Annual return | 20.37% | 23.30%-2.9pp | 335.11%-314.7pp | 73.15%-52.8pp |
| Employer contribution / active EE | $692 | $2,223-68.9% | $3,786-81.7% | $2,343-70.4% |
| Participant deferral / active EE | $1,158 | $3,297-64.9% | $4,482-74.2% | $3,332-65.3% |
| Admin fee / account holder | $1,509 | $5,066-70.2% | $8,021-81.2% | $4,645-67.5% |