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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 | $16,373 | $82,882-80.2% | $127,803-87.2% | $72,983-77.6% |
| Participation rate | 50.0% | 71.5%-21.5pp | 79.0%-29.0pp | 69.5%-19.5pp |
| Annual return | 20.11% | 32.20%-12.1pp | 26.14%-6.0pp | 81.01%-60.9pp |
| Employer contribution / active EE | $1,006 | $3,346-69.9% | $4,576-78.0% | $2,440-58.8% |
| Participant deferral / active EE | $1,283 | $4,791-73.2% | $6,023-78.7% | $3,608-64.4% |
| Admin fee / account holder | $1,980 | $6,487-69.5% | $9,399-78.9% | $5,124-61.4% |