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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 | $25,594 | $94,031-72.8% | $115,768-77.9% | $82,448-69.0% |
| Participation rate | 42.9% | 70.4%-27.6pp | 74.4%-31.5pp | 68.1%-25.2pp |
| Annual return | 16.01% | 20.61%-4.6pp | 100.46%-84.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,061 | $2,323-54.3% | $2,940-63.9% | $2,551-58.4% |
| Participant deferral / active EE | $1,376 | $3,972-65.4% | $4,917-72.0% | $4,139-66.8% |
| Admin fee / account holder | $4,333 | $10,249-57.7% | $12,439-65.2% | $7,234-40.1% |