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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 | $28,240 | $86,949-67.5% | $102,460-72.4% | $80,959-65.1% |
| Participation rate | 47.8% | 72.4%-24.6pp | 76.5%-28.7pp | 67.7%-19.8pp |
| Annual return | 12.03% | 18.89%-6.9pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $780 | $2,370-67.1% | $3,025-74.2% | $2,757-71.7% |
| Participant deferral / active EE | $1,443 | $4,121-65.0% | $5,056-71.5% | $4,300-66.4% |
| Admin fee / account holder | $1,259 | $8,048-84.4% | $9,460-86.7% | $6,925-81.8% |