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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 | $19,138 | $78,670-75.7% | $109,173-82.5% | $85,847-77.7% |
| Participation rate | 51.4% | 68.3%-16.9pp | 75.9%-24.5pp | 69.3%-18.0pp |
| Annual return | 14.12% | 25.09%-11.0pp | 25.75%-11.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,707 | $2,734-37.5% | $3,723-54.1% | $2,565-33.4% |
| Participant deferral / active EE | $711 | $3,467-79.5% | $4,654-84.7% | $3,952-82.0% |
| Admin fee / account holder | $1,329 | $5,469-75.7% | $6,755-80.3% | $6,261-78.8% |