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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 | $20,494 | $81,208-74.8% | $98,920-79.3% | $79,852-74.3% |
| Participation rate | 56.4% | 72.5%-16.1pp | 76.0%-19.6pp | 69.6%-13.2pp |
| Annual return | 16.60% | 60.99%-44.4pp | 196.47%-179.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $823 | $1,960-58.0% | $2,689-69.4% | $2,471-66.7% |
| Participant deferral / active EE | $1,179 | $3,265-63.9% | $4,245-72.2% | $3,740-68.5% |
| Admin fee / account holder | $1,644 | $6,013-72.7% | $6,643-75.3% | $5,306-69.0% |