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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 | $24,199 | $199,109-87.8% | $173,730-86.1% | $154,746-84.4% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 18.27% | 20.02%-1.8pp | 19.96%-1.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,569 | $5,311-70.5% | $4,577-65.7% | $4,379-64.2% |
| Participant deferral / active EE | $1,945 | $7,113-72.7% | $6,326-69.3% | $6,730-71.1% |
| Admin fee / account holder | $490 | $20,916-97.7% | $17,523-97.2% | $14,365-96.6% |