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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 | $24,661 | $109,359-77.4% | $162,171-84.8% | $72,983-66.2% |
| Participation rate | 61.8% | 84.3%-22.4pp | 87.6%-25.7pp | 69.5%-7.7pp |
| Annual return | 24.30% | 25.46%-1.2pp | 115.60%-91.3pp | 81.01%-56.7pp |
| Employer contribution / active EE | $1,233 | $3,907-68.5% | $5,613-78.0% | $2,440-49.5% |
| Participant deferral / active EE | $1,819 | $5,481-66.8% | $7,297-75.1% | $3,608-49.6% |
| Admin fee / account holder | $1,563 | $7,972-80.4% | $10,843-85.6% | $5,124-69.5% |