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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 | $25,762 | $97,648-73.6% | $121,663-78.8% | $87,485-70.6% |
| Participation rate | 61.5% | 70.5%-8.9pp | 74.5%-13.0pp | 68.9%-7.4pp |
| Annual return | 17.13% | 18.03%-0.9pp | 147.54%-130.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $936 | $2,300-59.3% | $3,020-69.0% | $2,596-63.9% |
| Participant deferral / active EE | $1,701 | $3,923-56.7% | $4,887-65.2% | $4,274-60.2% |
| Admin fee / account holder | $1,405 | $11,100-87.3% | $14,289-90.2% | $7,775-81.9% |