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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 | $27,140 | $86,922-68.8% | $102,438-73.5% | $80,874-66.4% |
| Participation rate | 30.3% | 72.4%-42.0pp | 76.5%-46.2pp | 67.6%-37.3pp |
| Annual return | 25.72% | 18.90%+6.8pp | 29.37%-3.6pp | 35.62%-9.9pp |
| Employer contribution / active EE | $990 | $2,369-58.2% | $3,024-67.3% | $2,756-64.1% |
| Participant deferral / active EE | $1,576 | $4,119-61.7% | $5,054-68.8% | $4,297-63.3% |
| Admin fee / account holder | $3,555 | $8,050-55.8% | $9,448-62.4% | $6,935-48.7% |