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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 | $21,191 | $93,598-77.4% | $135,974-84.4% | $75,173-71.8% |
| Participation rate | 69.7% | 75.2%-5.5pp | 81.9%-12.2pp | 67.2%+2.5pp |
| Annual return | 19.18% | 30.89%-11.7pp | 68.30%-49.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $1,203 | $3,538-66.0% | $4,859-75.2% | $2,671-55.0% |
| Participant deferral / active EE | $2,105 | $6,405-67.1% | $7,760-72.9% | $4,126-49.0% |
| Admin fee / account holder | $1,965 | $6,978-71.8% | $10,767-81.7% | $5,651-65.2% |