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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 | $16,989 | $89,367-81.0% | $141,191-88.0% | $72,975-76.7% |
| Participation rate | 67.9% | 75.1%-7.3pp | 82.5%-14.6pp | 69.5%-1.6pp |
| Annual return | 24.91% | 111.87%-87.0pp | 71.41%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $1,296 | $3,115-58.4% | $4,736-72.6% | $2,440-46.9% |
| Participant deferral / active EE | $2,246 | $5,419-58.6% | $6,710-66.5% | $3,608-37.8% |
| Admin fee / account holder | $935 | $5,957-84.3% | $10,264-90.9% | $5,124-81.8% |