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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 | $22,175 | $114,712-80.7% | $173,730-87.2% | $87,485-74.7% |
| Participation rate | 64.3% | 73.0%-8.7pp | 79.6%-15.3pp | 68.9%-4.6pp |
| Annual return | 17.60% | 20.18%-2.6pp | 19.96%-2.4pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,633 | $2,904-43.8% | $4,577-64.3% | $2,596-37.1% |
| Participant deferral / active EE | $1,985 | $4,642-57.2% | $6,326-68.6% | $4,274-53.6% |
| Admin fee / account holder | $2,097 | $10,210-79.5% | $17,523-88.0% | $7,775-73.0% |