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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 | $25,506 | $101,778-74.9% | $164,975-84.5% | $80,925-68.5% |
| Participation rate | 65.7% | 71.8%-6.1pp | 78.6%-12.9pp | 67.7%-1.9pp |
| Annual return | 15.08% | 16.73%-1.6pp | 70.12%-55.0pp | 35.65%-20.6pp |
| Employer contribution / active EE | $1,046 | $2,954-64.6% | $4,343-75.9% | $2,756-62.1% |
| Participant deferral / active EE | $1,682 | $4,477-62.4% | $6,033-72.1% | $4,299-60.9% |
| Admin fee / account holder | $1,510 | $8,221-81.6% | $12,688-88.1% | $6,940-78.2% |