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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 | $25,484 | $87,733-71.0% | $106,554-76.1% | $85,851-70.3% |
| Participation rate | 67.9% | 71.9%-4.1pp | 76.1%-8.3pp | 69.3%-1.5pp |
| Annual return | 25.20% | 21.86%+3.3pp | 26.80%-1.6pp | 318.63%-293.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $713 | $3,469-79.5% | $4,398-83.8% | $3,952-82.0% |
| Admin fee / account holder | $1,986 | $6,767-70.7% | $7,408-73.2% | $6,261-68.3% |