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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 | $27,387 | $83,485-67.2% | $125,195-78.1% | $72,976-62.5% |
| Participation rate | 49.4% | 73.3%-23.9pp | 79.8%-30.4pp | 69.5%-20.1pp |
| Annual return | 20.01% | 25.77%-5.8pp | 43.79%-23.8pp | 81.02%-61.0pp |
| Employer contribution / active EE | $983 | $2,346-58.1% | $3,866-74.6% | $2,440-59.7% |
| Participant deferral / active EE | $1,499 | $3,586-58.2% | $4,937-69.6% | $3,608-58.5% |
| Admin fee / account holder | $2,496 | $5,518-54.8% | $9,704-74.3% | $5,124-51.3% |