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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 | $23,640 | $95,453-75.2% | $112,040-78.9% | $82,448-71.3% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 14.77% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,355 | $2,318-41.5% | $2,954-54.1% | $2,551-46.9% |
| Participant deferral / active EE | $1,740 | $4,224-58.8% | $5,098-65.9% | $4,139-58.0% |
| Admin fee / account holder | $1,387 | $9,013-84.6% | $12,098-88.5% | $7,234-80.8% |