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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 | $19,695 | $114,712-82.8% | $173,730-88.7% | $87,485-77.5% |
| Participation rate | 59.7% | 73.0%-13.3pp | 79.6%-19.8pp | 68.9%-9.2pp |
| Annual return | 16.97% | 20.18%-3.2pp | 19.96%-3.0pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,169 | $2,904-59.7% | $4,577-74.5% | $2,596-55.0% |
| Participant deferral / active EE | $2,065 | $4,642-55.5% | $6,326-67.4% | $4,274-51.7% |
| Admin fee / account holder | $2,208 | $10,210-78.4% | $17,523-87.4% | $7,775-71.6% |