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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 | $19,438 | $81,446-76.1% | $103,374-81.2% | $80,874-76.0% |
| Participation rate | 21.9% | 66.9%-45.0pp | 74.5%-52.6pp | 67.6%-45.8pp |
| Annual return | 18.74% | 25.57%-6.8pp | 24.89%-6.1pp | 35.62%-16.9pp |
| Employer contribution / active EE | $935 | $3,107-69.9% | $3,869-75.8% | $2,756-66.1% |
| Participant deferral / active EE | $1,509 | $3,870-61.0% | $5,058-70.2% | $4,297-64.9% |
| Admin fee / account holder | $1,325 | $6,715-80.3% | $8,394-84.2% | $6,935-80.9% |