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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 | $20,504 | $106,864-80.8% | $147,318-86.1% | $82,637-75.2% |
| Participation rate | 62.5% | 75.5%-13.0pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 19.53% | 27.49%-8.0pp | 70.43%-50.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $993 | $3,417-70.9% | $4,593-78.4% | $2,552-61.1% |
| Participant deferral / active EE | $1,643 | $6,496-74.7% | $7,906-79.2% | $4,126-60.2% |
| Admin fee / account holder | $863 | $8,415-89.7% | $13,708-93.7% | $7,339-88.2% |