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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 | $20,540 | $100,194-79.5% | $122,979-83.3% | $86,983-76.4% |
| Participation rate | 42.9% | 73.0%-30.1pp | 77.2%-34.3pp | 69.5%-26.7pp |
| Annual return | 12.64% | 16.47%-3.8pp | 20.12%-7.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $856 | $2,326-63.2% | $3,062-72.0% | $2,584-66.9% |
| Participant deferral / active EE | $1,247 | $4,133-69.8% | $5,003-75.1% | $4,194-70.3% |
| Admin fee / account holder | $625 | $10,148-93.8% | $12,864-95.1% | $7,856-92.0% |