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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 | $21,747 | $106,749-79.6% | $145,433-85.0% | $82,448-73.6% |
| Participation rate | 49.4% | 75.6%-26.2pp | 82.1%-32.7pp | 68.1%-18.6pp |
| Annual return | 23.77% | 27.59%-3.8pp | 66.58%-42.8pp | 41.64%-17.9pp |
| Employer contribution / active EE | $1,217 | $3,444-64.7% | $4,554-73.3% | $2,551-52.3% |
| Participant deferral / active EE | $2,091 | $6,519-67.9% | $7,897-73.5% | $4,139-49.5% |
| Admin fee / account holder | $887 | $8,390-89.4% | $13,129-93.2% | $7,234-87.7% |