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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 | $21,065 | $106,749-80.3% | $145,433-85.5% | $82,448-74.5% |
| Participation rate | 53.1% | 75.6%-22.5pp | 82.1%-29.0pp | 68.1%-14.9pp |
| Annual return | 17.53% | 27.59%-10.1pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $881 | $3,444-74.4% | $4,554-80.7% | $2,551-65.5% |
| Participant deferral / active EE | $2,248 | $6,519-65.5% | $7,897-71.5% | $4,139-45.7% |
| Admin fee / account holder | $1,718 | $8,390-79.5% | $13,129-86.9% | $7,234-76.3% |