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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 | $19,798 | $82,879-76.1% | $96,576-79.5% | $67,986-70.9% |
| Participation rate | 55.8% | 75.2%-19.4pp | 81.4%-25.6pp | 57.2%-1.4pp |
| Annual return | 33.56% | 36.90%-3.3pp | 38.47%-4.9pp | 31.67%+1.9pp |
| Employer contribution / active EE | $1,132 | $2,727-58.5% | $3,553-68.2% | $2,019-43.9% |
| Participant deferral / active EE | $1,987 | $6,976-71.5% | $7,956-75.0% | $3,358-40.8% |
| Admin fee / account holder | $1,451 | $2,783-47.9% | $11,381-87.3% | $3,203-54.7% |