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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 | $21,088 | $97,550-78.4% | $120,344-82.5% | $87,485-75.9% |
| Participation rate | 68.8% | 72.8%-4.1pp | 76.7%-8.0pp | 68.9%-0.2pp |
| Annual return | 16.74% | 18.41%-1.7pp | 20.30%-3.6pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,116 | $2,291-51.3% | $3,020-63.0% | $2,596-57.0% |
| Participant deferral / active EE | $1,504 | $4,230-64.4% | $5,135-70.7% | $4,274-64.8% |
| Admin fee / account holder | $3,090 | $9,543-67.6% | $12,742-75.7% | $7,775-60.3% |