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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 | $26,566 | $143,969-81.5% | $199,883-86.7% | $82,637-67.9% |
| Participation rate | 60.6% | 84.1%-23.5pp | 86.8%-26.2pp | 68.1%-7.4pp |
| Annual return | 19.99% | 25.67%-5.7pp | 43.81%-23.8pp | 53.51%-33.5pp |
| Employer contribution / active EE | $2,129 | $4,632-54.0% | $6,261-66.0% | $2,552-16.6% |
| Participant deferral / active EE | $2,760 | $6,937-60.2% | $9,138-69.8% | $4,126-33.1% |
| Admin fee / account holder | $1,013 | $14,597-93.1% | $17,268-94.1% | $7,339-86.2% |