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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 | $21,196 | $81,487-74.0% | $102,412-79.3% | $80,935-73.8% |
| Participation rate | 32.2% | 66.8%-34.6pp | 74.5%-42.3pp | 67.7%-35.4pp |
| Annual return | 17.35% | 25.60%-8.2pp | 24.94%-7.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $815 | $3,103-73.7% | $3,870-78.9% | $2,757-70.4% |
| Participant deferral / active EE | $1,462 | $3,871-62.2% | $5,060-71.1% | $4,299-66.0% |
| Admin fee / account holder | $3,480 | $6,717-48.2% | $8,388-58.5% | $6,924-49.7% |