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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 | $27,435 | $95,453-71.3% | $112,040-75.5% | $82,448-66.7% |
| Participation rate | 50.9% | 72.8%-21.8pp | 76.5%-25.5pp | 68.1%-17.1pp |
| Annual return | 12.61% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $725 | $2,318-68.7% | $2,954-75.4% | $2,551-71.6% |
| Participant deferral / active EE | $1,136 | $4,224-73.1% | $5,098-77.7% | $4,139-72.6% |
| Admin fee / account holder | $5,794 | $9,013-35.7% | $12,098-52.1% | $7,234-19.9% |