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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 | $22,956 | $105,284-78.2% | $150,734-84.8% | $94,015-75.6% |
| Participation rate | 58.8% | 71.7%-12.9pp | 78.4%-19.6pp | 70.8%-12.0pp |
| Annual return | 12.19% | 15.67%-3.5pp | 600.81%-588.6pp | 17.84%-5.7pp |
| Employer contribution / active EE | $1,437 | $3,599-60.1% | $4,918-70.8% | $2,790-48.5% |
| Participant deferral / active EE | $1,795 | $4,274-58.0% | $5,610-68.0% | $4,249-57.7% |
| Admin fee / account holder | $8,408 | $9,839-14.5% | $14,905-43.6% | $8,951-6.1% |