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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 | $18,495 | $72,486-74.5% | $87,103-78.8% | $72,976-74.7% |
| Participation rate | 50.8% | 72.8%-22.0pp | 76.9%-26.1pp | 69.5%-18.7pp |
| Annual return | 21.19% | 24.46%-3.3pp | 28.19%-7.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $664 | $1,894-64.9% | $2,521-73.7% | $2,440-72.8% |
| Participant deferral / active EE | $1,278 | $3,270-60.9% | $4,049-68.4% | $3,608-64.6% |
| Admin fee / account holder | $1,426 | $5,055-71.8% | $7,491-81.0% | $5,124-72.2% |