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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 | $23,473 | $97,550-75.9% | $120,344-80.5% | $87,485-73.2% |
| Participation rate | 30.2% | 72.8%-42.6pp | 76.7%-46.5pp | 68.9%-38.7pp |
| Annual return | 19.17% | 18.41%+0.8pp | 20.30%-1.1pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,171 | $4,230-72.3% | $5,135-77.2% | $4,274-72.6% |
| Admin fee / account holder | $595 | $9,543-93.8% | $12,742-95.3% | $7,775-92.3% |