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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 | $19,963 | $73,532-72.9% | $178,540-88.8% | $74,459-73.2% |
| Participation rate | 23.9% | 66.6%-42.7pp | 77.1%-53.2pp | 67.2%-43.3pp |
| Annual return | 14.59% | 17.51%-2.9pp | 27.15%-12.6pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $694 | $2,221-68.8% | $3,953-82.4% | $2,626-73.6% |
| Participant deferral / active EE | $1,008 | $4,519-77.7% | $6,281-84.0% | $4,350-76.8% |
| Admin fee / account holder | $387 | $1,813-78.6% | $10,424-96.3% | $1,945-80.1% |