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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 | $23,747 | $97,550-75.7% | $120,344-80.3% | $87,485-72.9% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.7%-16.7pp | 68.9%-8.9pp |
| Annual return | 14.94% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.1pp |
| Employer contribution / active EE | $849 | $2,291-62.9% | $3,020-71.9% | $2,596-67.3% |
| Participant deferral / active EE | $1,118 | $4,230-73.6% | $5,135-78.2% | $4,274-73.8% |
| Admin fee / account holder | $3,329 | $9,543-65.1% | $12,742-73.9% | $7,775-57.2% |