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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 | $23,202 | $87,106-73.4% | $105,607-78.0% | $80,935-71.3% |
| Participation rate | 42.2% | 70.4%-28.2pp | 75.3%-33.1pp | 67.7%-25.4pp |
| Annual return | 14.91% | 17.01%-2.1pp | 116.11%-101.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,243 | $2,396-48.1% | $3,167-60.7% | $2,757-54.9% |
| Participant deferral / active EE | $1,636 | $3,986-58.9% | $5,011-67.3% | $4,299-61.9% |
| Admin fee / account holder | $1,068 | $8,447-87.4% | $10,958-90.3% | $6,924-84.6% |