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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 | $27,187 | $86,938-68.7% | $102,423-73.5% | $80,925-66.4% |
| Participation rate | 57.0% | 72.4%-15.4pp | 76.5%-19.5pp | 67.7%-10.7pp |
| Annual return | 14.30% | 18.89%-4.6pp | 29.42%-15.1pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,042 | $2,369-56.0% | $3,023-65.5% | $2,756-62.2% |
| Participant deferral / active EE | $1,674 | $4,120-59.4% | $5,054-66.9% | $4,299-61.1% |
| Admin fee / account holder | $617 | $8,053-92.3% | $9,455-93.5% | $6,940-91.1% |