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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 | $26,807 | $79,867-66.4% | $120,344-77.7% | $64,340-58.3% |
| Participation rate | 24.4% | 63.0%-38.6pp | 76.7%-52.4pp | 55.2%-30.9pp |
| Annual return | 16.89% | 21.10%-4.2pp | 20.30%-3.4pp | 24.14%-7.3pp |
| Employer contribution / active EE | $539 | $1,925-72.0% | $3,020-82.1% | $1,862-71.0% |
| Participant deferral / active EE | $1,137 | $3,593-68.3% | $5,135-77.8% | $2,980-61.8% |
| Admin fee / account holder | $1,951 | $5,039-61.3% | $12,742-84.7% | $3,703-47.3% |