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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 | $26,739 | $91,439-70.8% | $135,974-80.3% | $71,511-62.6% |
| Participation rate | 52.7% | 75.7%-22.9pp | 81.9%-29.2pp | 67.9%-15.2pp |
| Annual return | 26.15% | 29.90%-3.7pp | 68.30%-42.2pp | 28.86%-2.7pp |
| Employer contribution / active EE | $1,383 | $3,705-62.7% | $4,859-71.5% | $2,589-46.6% |
| Participant deferral / active EE | $2,878 | $7,093-59.4% | $7,760-62.9% | $4,291-32.9% |
| Admin fee / account holder | $704 | $1,267-44.4% | $10,767-93.5% | $1,588-55.7% |