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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 | $20,721 | $86,938-76.2% | $102,423-79.8% | $80,925-74.4% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.7%-5.2pp |
| Annual return | 11.37% | 18.89%-7.5pp | 29.42%-18.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $728 | $2,369-69.3% | $3,023-75.9% | $2,756-73.6% |
| Participant deferral / active EE | $1,793 | $4,120-56.5% | $5,054-64.5% | $4,299-58.3% |
| Admin fee / account holder | $2,531 | $8,053-68.6% | $9,455-73.2% | $6,940-63.5% |