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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 | $27,469 | $89,093-69.2% | $102,434-73.2% | $77,736-64.7% |
| Participation rate | 38.2% | 80.9%-42.7pp | 76.5%-38.3pp | 70.6%-32.4pp |
| Annual return | 16.69% | 25.03%-8.3pp | 29.46%-12.8pp | 31.26%-14.6pp |
| Employer contribution / active EE | $1,096 | $2,699-59.4% | $3,023-63.7% | $2,728-59.8% |
| Participant deferral / active EE | $1,800 | $5,147-65.0% | $5,055-64.4% | $4,651-61.3% |
| Admin fee / account holder | $1,702 | $236+621.5% | $9,462-82.0% | $433+292.7% |