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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 | $27,117 | $83,485-67.5% | $125,192-78.3% | $72,975-62.8% |
| Participation rate | 51.3% | 73.3%-22.0pp | 79.8%-28.5pp | 69.5%-18.2pp |
| Annual return | 21.01% | 25.77%-4.8pp | 43.79%-22.8pp | 81.01%-60.0pp |
| Employer contribution / active EE | $749 | $2,346-68.1% | $3,866-80.6% | $2,440-69.3% |
| Participant deferral / active EE | $1,133 | $3,586-68.4% | $4,937-77.1% | $3,608-68.6% |
| Admin fee / account holder | $1,837 | $5,518-66.7% | $9,704-81.1% | $5,124-64.2% |