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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 | $22,554 | $108,825-79.3% | $156,181-85.6% | $82,448-72.6% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 15.40% | 20.59%-5.2pp | 64.87%-49.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,069 | $2,870-62.8% | $4,294-75.1% | $2,551-58.1% |
| Participant deferral / active EE | $1,494 | $4,577-67.4% | $6,132-75.6% | $4,139-63.9% |
| Admin fee / account holder | $371 | $9,341-96.0% | $14,586-97.5% | $7,234-94.9% |