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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 | $27,157 | $78,425-65.4% | $95,956-71.7% | $79,858-66.0% |
| Participation rate | 47.0% | 73.5%-26.5pp | 77.1%-30.1pp | 69.6%-22.7pp |
| Annual return | 11.52% | 19.37%-7.8pp | 91.63%-80.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $485 | $1,945-75.1% | $2,541-80.9% | $2,471-80.4% |
| Participant deferral / active EE | $1,396 | $3,440-59.4% | $4,167-66.5% | $3,740-62.7% |
| Admin fee / account holder | $4,391 | $5,622-21.9% | $6,797-35.4% | $5,306-17.2% |