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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 | $24,297 | $94,436-74.3% | $115,599-79.0% | $82,637-70.6% |
| Participation rate | 37.9% | 70.4%-32.5pp | 74.3%-36.3pp | 68.1%-30.1pp |
| Annual return | 19.66% | 18.37%+1.3pp | 111.10%-91.4pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,214 | $2,324-47.8% | $2,955-58.9% | $2,552-52.4% |
| Participant deferral / active EE | $1,608 | $3,955-59.4% | $4,889-67.1% | $4,126-61.0% |
| Admin fee / account holder | $435 | $10,328-95.8% | $12,841-96.6% | $7,339-94.1% |