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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 | $22,086 | $89,370-75.3% | $141,197-84.4% | $72,976-69.7% |
| Participation rate | 67.2% | 75.1%-7.9pp | 82.5%-15.3pp | 69.5%-2.3pp |
| Annual return | 24.76% | 111.88%-87.1pp | 71.41%-46.6pp | 81.02%-56.3pp |
| Employer contribution / active EE | $1,384 | $3,115-55.6% | $4,736-70.8% | $2,440-43.3% |
| Participant deferral / active EE | $2,304 | $5,419-57.5% | $6,710-65.7% | $3,608-36.1% |
| Admin fee / account holder | $632 | $5,957-89.4% | $10,265-93.8% | $5,124-87.7% |