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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 | $26,502 | $96,731-72.6% | $123,973-78.6% | $86,983-69.5% |
| Participation rate | 67.7% | 70.0%-2.3pp | 76.7%-8.9pp | 69.5%-1.8pp |
| Annual return | 15.23% | 17.33%-2.1pp | 388.13%-372.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $3,444 | $3,297+4.4% | $4,126-16.5% | $2,584+33.2% |
| Participant deferral / active EE | $1,833 | $4,152-55.8% | $5,247-65.1% | $4,194-56.3% |
| Admin fee / account holder | $3,674 | $8,722-57.9% | $11,799-68.9% | $7,856-53.2% |