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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 | $19,669 | $177,156-88.9% | $147,027-86.6% | $154,746-87.3% |
| Participation rate | 40.0% | 79.4%-39.4pp | 73.7%-33.7pp | 80.7%-40.7pp |
| Annual return | 20.98% | 21.94%-1.0pp | 20.23%+0.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $951 | $4,336-78.1% | $3,626-73.8% | $4,379-78.3% |
| Participant deferral / active EE | $1,188 | $5,797-79.5% | $4,933-75.9% | $6,730-82.3% |
| Admin fee / account holder | $2,151 | $14,904-85.6% | $12,223-82.4% | $14,365-85.0% |