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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 | $21,164 | $135,956-84.4% | $123,894-82.9% | $273,972-92.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.39% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,291 | $5,170-75.0% | $4,617-72.0% | $4,869-73.5% |
| Participant deferral / active EE | $1,204 | $6,343-81.0% | $5,984-79.9% | $5,287-77.2% |
| Admin fee / account holder | $3,924 | $9,817-60.0% | $8,357-53.0% | $10,133-61.3% |