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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 | $25,835 | $85,515-69.8% | $112,040-76.9% | $67,986-62.0% |
| Participation rate | 25.2% | 68.2%-43.0pp | 76.5%-51.3pp | 57.2%-32.0pp |
| Annual return | 16.26% | 29.68%-13.4pp | 24.52%-8.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $705 | $2,191-67.8% | $2,954-76.1% | $2,019-65.1% |
| Participant deferral / active EE | $1,068 | $4,014-73.4% | $5,098-79.0% | $3,358-68.2% |
| Admin fee / account holder | $609 | $3,774-83.9% | $12,098-95.0% | $3,203-81.0% |