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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 | $21,719 | $106,749-79.7% | $145,433-85.1% | $82,448-73.7% |
| Participation rate | 35.1% | 75.6%-40.6pp | 82.1%-47.0pp | 68.1%-33.0pp |
| Annual return | 14.34% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,157 | $3,444-66.4% | $4,554-74.6% | $2,551-54.7% |
| Participant deferral / active EE | $2,324 | $6,519-64.4% | $7,897-70.6% | $4,139-43.9% |
| Admin fee / account holder | $2,641 | $8,390-68.5% | $13,129-79.9% | $7,234-63.5% |