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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 | $22,987 | $101,795-77.4% | $165,100-86.1% | $80,959-71.6% |
| Participation rate | 56.5% | 71.8%-15.3pp | 78.6%-22.1pp | 67.7%-11.1pp |
| Annual return | 11.38% | 16.73%-5.3pp | 70.21%-58.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,014 | $2,954-65.7% | $4,348-76.7% | $2,757-63.2% |
| Participant deferral / active EE | $1,223 | $4,476-72.7% | $6,035-79.7% | $4,300-71.6% |
| Admin fee / account holder | $2,362 | $8,221-71.3% | $12,696-81.4% | $6,925-65.9% |