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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 | $24,250 | $177,156-86.3% | $147,027-83.5% | $154,746-84.3% |
| Participation rate | 53.8% | 79.4%-25.5pp | 73.7%-19.9pp | 80.7%-26.9pp |
| Annual return | 16.67% | 21.94%-5.3pp | 20.23%-3.6pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,058 | $4,336-75.6% | $3,626-70.8% | $4,379-75.8% |
| Participant deferral / active EE | $1,239 | $5,797-78.6% | $4,933-74.9% | $6,730-81.6% |
| Admin fee / account holder | $598 | $14,904-96.0% | $12,223-95.1% | $14,365-95.8% |