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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 | $100,194-76.4% | $122,979-80.8% | $86,983-72.8% |
| Participation rate | 66.7% | 73.0%-6.3pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 14.77% | 16.47%-1.7pp | 20.12%-5.3pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,355 | $2,326-41.7% | $3,062-55.7% | $2,584-47.6% |
| Participant deferral / active EE | $1,740 | $4,133-57.9% | $5,003-65.2% | $4,194-58.5% |
| Admin fee / account holder | $1,387 | $10,148-86.3% | $12,864-89.2% | $7,856-82.3% |