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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 | $18,424 | $95,453-80.7% | $112,040-83.6% | $82,448-77.7% |
| Participation rate | 54.2% | 72.8%-18.6pp | 76.5%-22.3pp | 68.1%-13.9pp |
| Annual return | 14.08% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,042 | $2,318-55.0% | $2,954-64.7% | $2,551-59.2% |
| Participant deferral / active EE | $1,759 | $4,224-58.4% | $5,098-65.5% | $4,139-57.5% |
| Admin fee / account holder | $7,295 | $9,013-19.1% | $12,098-39.7% | $7,234+0.8% |