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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 | $23,714 | $80,983-70.7% | $96,544-75.4% | $75,177-68.5% |
| Participation rate | 47.5% | 71.8%-24.3pp | 76.0%-28.5pp | 67.2%-19.7pp |
| Annual return | 14.80% | 27.05%-12.3pp | 25.88%-11.1pp | 160.75%-145.9pp |
| Employer contribution / active EE | $657 | $2,282-71.2% | $2,966-77.9% | $2,671-75.4% |
| Participant deferral / active EE | $1,517 | $3,929-61.4% | $4,851-68.7% | $4,126-63.2% |
| Admin fee / account holder | $503 | $6,717-92.5% | $8,254-93.9% | $5,651-91.1% |