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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 | $20,506 | $136,860-85.0% | $120,344-83.0% | $154,746-86.7% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 14.49% | 21.38%-6.9pp | 20.30%-5.8pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,532 | $3,533-56.6% | $3,020-49.3% | $4,379-65.0% |
| Participant deferral / active EE | $1,856 | $5,793-68.0% | $5,135-63.9% | $6,730-72.4% |
| Admin fee / account holder | $5,570 | $15,393-63.8% | $12,742-56.3% | $14,365-61.2% |