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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 | $18,058 | $70,486-74.4% | $100,535-82.0% | $79,856-77.4% |
| Participation rate | 30.2% | 73.6%-43.4pp | 79.4%-49.2pp | 69.6%-39.4pp |
| Annual return | 21.22% | 21.90%-0.7pp | 30.90%-9.7pp | 31.71%-10.5pp |
| Employer contribution / active EE | $750 | $2,165-65.3% | $3,419-78.1% | $2,471-69.6% |
| Participant deferral / active EE | $1,902 | $5,182-63.3% | $6,271-69.7% | $3,741-49.2% |
| Admin fee / account holder | $416 | $4,480-90.7% | $8,085-94.9% | $5,306-92.2% |