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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 | $26,785 | $104,098-74.3% | $140,514-80.9% | $94,015-71.5% |
| Participation rate | 43.3% | 73.7%-30.4pp | 77.8%-34.5pp | 70.8%-27.5pp |
| Annual return | 12.12% | 15.14%-3.0pp | 14.36%-2.2pp | 17.84%-5.7pp |
| Employer contribution / active EE | $620 | $2,388-74.1% | $3,378-81.7% | $2,790-77.8% |
| Participant deferral / active EE | $1,563 | $4,033-61.3% | $4,919-68.2% | $4,249-63.2% |
| Admin fee / account holder | $9,275 | $10,439-11.1% | $13,697-32.3% | $8,951+3.6% |