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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 | $22,103 | $95,453-76.8% | $112,040-80.3% | $82,448-73.2% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.5%-37.1pp | 68.1%-28.7pp |
| Annual return | 21.17% | 23.92%-2.8pp | 24.52%-3.3pp | 41.64%-20.5pp |
| Employer contribution / active EE | $741 | $2,318-68.0% | $2,954-74.9% | $2,551-70.9% |
| Participant deferral / active EE | $1,339 | $4,224-68.3% | $5,098-73.7% | $4,139-67.7% |
| Admin fee / account holder | $610 | $9,013-93.2% | $12,098-95.0% | $7,234-91.6% |