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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 | $106,524-79.6% | $152,301-85.7% | $87,485-75.1% |
| Participation rate | 49.4% | 75.8%-26.3pp | 82.4%-33.0pp | 68.9%-19.5pp |
| Annual return | 23.77% | 26.89%-3.1pp | 80.50%-56.7pp | 26.06%-2.3pp |
| Employer contribution / active EE | $1,217 | $3,371-63.9% | $4,624-73.7% | $2,596-53.1% |
| Participant deferral / active EE | $2,091 | $6,525-68.0% | $8,004-73.9% | $4,274-51.1% |
| Admin fee / account holder | $887 | $8,287-89.3% | $14,398-93.8% | $7,775-88.6% |