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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 | $21,192 | $91,559-76.9% | $133,978-84.2% | $79,856-73.5% |
| Participation rate | 47.2% | 73.3%-26.1pp | 79.8%-32.6pp | 69.6%-22.4pp |
| Annual return | 17.44% | 61.85%-44.4pp | 45.10%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $690 | $2,384-71.0% | $3,919-82.4% | $2,471-72.1% |
| Participant deferral / active EE | $1,656 | $3,734-55.7% | $5,047-67.2% | $3,741-55.7% |
| Admin fee / account holder | $2,788 | $6,321-55.9% | $8,930-68.8% | $5,306-47.5% |