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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 | $19,487 | $135,905-85.7% | $126,068-84.5% | $198,609-90.2% |
| Participation rate | 23.5% | 85.6%-62.1pp | 84.7%-61.2pp | 82.4%-58.8pp |
| Annual return | 8.66% | 14.07%-5.4pp | 15.01%-6.3pp | 202.70%-194.0pp |
| Employer contribution / active EE | $1,674 | $4,245-60.6% | $3,968-57.8% | $5,055-66.9% |
| Participant deferral / active EE | $2,939 | $8,523-65.5% | $8,214-64.2% | $6,977-57.9% |
| Admin fee / account holder | $31,731 | $21,036+50.8% | $18,264+73.7% | $19,030+66.7% |