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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 | $25,329 | $72,486-65.1% | $87,103-70.9% | $72,976-65.3% |
| Participation rate | 52.1% | 72.8%-20.7pp | 76.9%-24.7pp | 69.5%-17.4pp |
| Annual return | 19.79% | 24.46%-4.7pp | 28.19%-8.4pp | 81.02%-61.2pp |
| Employer contribution / active EE | $1,044 | $1,894-44.9% | $2,521-58.6% | $2,440-57.2% |
| Participant deferral / active EE | $1,354 | $3,270-58.6% | $4,049-66.6% | $3,608-62.5% |
| Admin fee / account holder | $823 | $5,055-83.7% | $7,491-89.0% | $5,124-83.9% |