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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 | $17,334 | $86,298-79.9% | $111,308-84.4% | $85,847-79.8% |
| Participation rate | 61.0% | 73.3%-12.3pp | 77.3%-16.3pp | 69.3%-8.3pp |
| Annual return | 13.70% | 19.99%-6.3pp | 54.67%-41.0pp | 318.61%-304.9pp |
| Employer contribution / active EE | $1,281 | $2,044-37.3% | $2,732-53.1% | $2,565-50.0% |
| Participant deferral / active EE | $1,664 | $3,641-54.3% | $4,487-62.9% | $3,952-57.9% |
| Admin fee / account holder | $1,910 | $8,189-76.7% | $7,965-76.0% | $6,261-69.5% |