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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 | $26,627 | $109,359-75.7% | $162,177-83.6% | $72,975-63.5% |
| Participation rate | 51.9% | 84.3%-32.4pp | 87.6%-35.7pp | 69.5%-17.6pp |
| Annual return | 21.92% | 25.46%-3.5pp | 115.60%-93.7pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,271 | $3,907-67.5% | $5,613-77.4% | $2,440-47.9% |
| Participant deferral / active EE | $2,560 | $5,481-53.3% | $7,297-64.9% | $3,608-29.0% |
| Admin fee / account holder | $12,402 | $7,972+55.6% | $10,843+14.4% | $5,124+142.0% |