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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 | $20,885 | $86,891-76.0% | $142,516-85.3% | $75,177-72.2% |
| Participation rate | 48.4% | 68.5%-20.1pp | 76.8%-28.4pp | 67.2%-18.8pp |
| Annual return | 22.98% | 23.31%-0.3pp | 20.03%+2.9pp | 160.75%-137.8pp |
| Employer contribution / active EE | $1,588 | $3,355-52.7% | $4,849-67.2% | $2,671-40.5% |
| Participant deferral / active EE | $1,279 | $4,938-74.1% | $6,280-79.6% | $4,126-69.0% |
| Admin fee / account holder | $2,219 | $7,299-69.6% | $10,008-77.8% | $5,651-60.7% |