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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 | $21,727 | $80,992-73.2% | $96,534-77.5% | $75,173-71.1% |
| Participation rate | 49.2% | 71.8%-22.6pp | 76.0%-26.8pp | 67.2%-18.0pp |
| Annual return | 19.37% | 27.05%-7.7pp | 25.88%-6.5pp | 160.72%-141.3pp |
| Employer contribution / active EE | $777 | $2,283-66.0% | $2,965-73.8% | $2,671-70.9% |
| Participant deferral / active EE | $1,419 | $3,929-63.9% | $4,851-70.7% | $4,126-65.6% |
| Admin fee / account holder | $452 | $6,717-93.3% | $8,253-94.5% | $5,651-92.0% |