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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 | $25,470 | $80,983-68.5% | $96,544-73.6% | $75,177-66.1% |
| Participation rate | 48.9% | 71.8%-22.9pp | 76.0%-27.0pp | 67.2%-18.3pp |
| Annual return | 16.27% | 27.05%-10.8pp | 25.88%-9.6pp | 160.75%-144.5pp |
| Employer contribution / active EE | $1,255 | $2,282-45.0% | $2,966-57.7% | $2,671-53.0% |
| Participant deferral / active EE | $1,680 | $3,929-57.2% | $4,851-65.4% | $4,126-59.3% |
| Admin fee / account holder | $1,735 | $6,717-74.2% | $8,254-79.0% | $5,651-69.3% |