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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 | $25,021 | $74,089-66.2% | $133,975-81.3% | $55,167-54.6% |
| Participation rate | 60.6% | 84.3%-23.7pp | 87.1%-26.5pp | 69.0%-8.4pp |
| Annual return | 13.30% | 12.11%+1.2pp | 29.29%-16.0pp | 169.23%-155.9pp |
| Employer contribution / active EE | $1,343 | $3,064-56.2% | $5,211-74.2% | $1,963-31.6% |
| Participant deferral / active EE | $1,987 | $4,678-57.5% | $6,282-68.4% | $3,054-34.9% |
| Admin fee / account holder | $381 | $458-16.8% | $9,324-95.9% | $504-24.3% |