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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 | $21,541 | $86,938-75.2% | $102,423-79.0% | $80,925-73.4% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 12.65% | 18.89%-6.2pp | 29.42%-16.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $757 | $2,369-68.0% | $3,023-74.9% | $2,756-72.5% |
| Participant deferral / active EE | $1,489 | $4,120-63.9% | $5,054-70.5% | $4,299-65.4% |
| Admin fee / account holder | $2,334 | $8,053-71.0% | $9,455-75.3% | $6,940-66.4% |