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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 | $24,785 | $91,417-72.9% | $135,925-81.8% | $71,476-65.3% |
| Participation rate | 27.2% | 75.7%-48.5pp | 81.9%-54.8pp | 67.9%-40.8pp |
| Annual return | 26.46% | 29.90%-3.4pp | 68.25%-41.8pp | 28.85%-2.4pp |
| Employer contribution / active EE | $1,014 | $3,704-72.6% | $4,857-79.1% | $2,589-60.8% |
| Participant deferral / active EE | $2,360 | $7,093-66.7% | $7,759-69.6% | $4,290-45.0% |
| Admin fee / account holder | $923 | $1,266-27.1% | $10,764-91.4% | $1,587-41.9% |