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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 | $24,519 | $110,137-77.7% | $161,149-84.8% | $82,637-70.3% |
| Participation rate | 25.4% | 72.4%-47.0pp | 78.8%-53.4pp | 68.1%-42.7pp |
| Annual return | 17.72% | 20.69%-3.0pp | 21.16%-3.4pp | 53.51%-35.8pp |
| Employer contribution / active EE | $864 | $2,856-69.8% | $4,360-80.2% | $2,552-66.1% |
| Participant deferral / active EE | $1,691 | $4,575-63.0% | $6,153-72.5% | $4,126-59.0% |
| Admin fee / account holder | $4,055 | $9,467-57.2% | $15,194-73.3% | $7,339-44.8% |