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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 | $96,731-76.3% | $123,973-81.5% | $86,983-73.6% |
| Participation rate | 58.8% | 70.0%-11.2pp | 76.7%-17.8pp | 69.5%-10.7pp |
| Annual return | 12.19% | 17.33%-5.1pp | 388.13%-375.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $1,437 | $3,297-56.4% | $4,126-65.2% | $2,584-44.4% |
| Participant deferral / active EE | $1,795 | $4,152-56.8% | $5,247-65.8% | $4,194-57.2% |
| Admin fee / account holder | $8,408 | $8,722-3.6% | $11,799-28.7% | $7,856+7.0% |