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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 | $24,775 | $81,208-69.5% | $98,920-75.0% | $79,856-69.0% |
| Participation rate | 45.9% | 72.5%-26.6pp | 76.0%-30.1pp | 69.6%-23.7pp |
| Annual return | 11.11% | 60.99%-49.9pp | 196.47%-185.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $474 | $1,960-75.8% | $2,689-82.4% | $2,471-80.8% |
| Participant deferral / active EE | $1,319 | $3,265-59.6% | $4,245-68.9% | $3,741-64.7% |
| Admin fee / account holder | $2,320 | $6,013-61.4% | $6,643-65.1% | $5,306-56.3% |