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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 | $21,195 | $81,457-74.0% | $103,378-79.5% | $80,911-73.8% |
| Participation rate | 36.4% | 66.8%-30.5pp | 74.5%-38.1pp | 67.6%-31.3pp |
| Annual return | 13.76% | 25.58%-11.8pp | 24.91%-11.1pp | 35.63%-21.9pp |
| Employer contribution / active EE | $1,088 | $3,107-65.0% | $3,870-71.9% | $2,756-60.5% |
| Participant deferral / active EE | $1,486 | $3,871-61.6% | $5,058-70.6% | $4,297-65.4% |
| Admin fee / account holder | $1,238 | $6,717-81.6% | $8,401-85.3% | $6,935-82.1% |