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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 | $25,257 | $80,983-68.8% | $96,544-73.8% | $75,177-66.4% |
| Participation rate | 61.3% | 71.8%-10.5pp | 76.0%-14.7pp | 67.2%-5.9pp |
| Annual return | 16.04% | 27.05%-11.0pp | 25.88%-9.8pp | 160.75%-144.7pp |
| Employer contribution / active EE | $1,182 | $2,282-48.2% | $2,966-60.2% | $2,671-55.8% |
| Participant deferral / active EE | $1,706 | $3,929-56.6% | $4,851-64.8% | $4,126-58.7% |
| Admin fee / account holder | $5,057 | $6,717-24.7% | $8,254-38.7% | $5,651-10.5% |