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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 | $20,233 | $72,492-72.1% | $87,104-76.8% | $72,975-72.3% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.9%-19.3pp | 69.5%-11.9pp |
| Annual return | 23.57% | 24.46%-0.9pp | 28.19%-4.6pp | 81.01%-57.4pp |
| Employer contribution / active EE | $571 | $1,894-69.9% | $2,521-77.4% | $2,440-76.6% |
| Participant deferral / active EE | $1,250 | $3,270-61.8% | $4,048-69.1% | $3,608-65.3% |
| Admin fee / account holder | $1,889 | $5,055-62.6% | $7,491-74.8% | $5,124-63.1% |