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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 | $22,358 | $87,834-74.5% | $133,975-83.3% | $62,881-64.4% |
| Participation rate | 30.0% | 83.4%-53.4pp | 87.1%-57.1pp | 69.3%-39.3pp |
| Annual return | 10.80% | 12.05%-1.3pp | 29.29%-18.5pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,154 | $3,482-66.9% | $5,211-77.9% | $2,281-49.4% |
| Participant deferral / active EE | $1,414 | $4,812-70.6% | $6,282-77.5% | $3,203-55.8% |
| Admin fee / account holder | $569 | $5,372-89.4% | $9,324-93.9% | $4,296-86.7% |