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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 | $97,550-71.9% | $120,344-77.2% | $87,485-68.6% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.7%-25.8pp | 68.9%-18.0pp |
| Annual return | 12.61% | 18.41%-5.8pp | 20.30%-7.7pp | 26.06%-13.5pp |
| Employer contribution / active EE | $725 | $2,291-68.3% | $3,020-76.0% | $2,596-72.1% |
| Participant deferral / active EE | $1,136 | $4,230-73.1% | $5,135-77.9% | $4,274-73.4% |
| Admin fee / account holder | $5,794 | $9,543-39.3% | $12,742-54.5% | $7,775-25.5% |