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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 | $24,418 | $79,700-69.4% | $153,500-84.1% | $74,429-67.2% |
| Participation rate | 24.8% | 69.8%-45.1pp | 77.1%-52.3pp | 67.2%-42.5pp |
| Annual return | 12.31% | 15.07%-2.8pp | 15.70%-3.4pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $1,113 | $4,016-72.3% | $5,039-77.9% | $2,625-57.6% |
| Participant deferral / active EE | $1,353 | $5,315-74.5% | $6,756-80.0% | $4,348-68.9% |
| Admin fee / account holder | $3,008 | $1,790+68.1% | $12,736-76.4% | $1,944+54.7% |