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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 | $22,619 | $72,486-68.8% | $87,103-74.0% | $72,976-69.0% |
| Participation rate | 27.9% | 72.8%-44.9pp | 76.9%-49.0pp | 69.5%-41.6pp |
| Annual return | 22.97% | 24.46%-1.5pp | 28.19%-5.2pp | 81.02%-58.0pp |
| Employer contribution / active EE | $595 | $1,894-68.6% | $2,521-76.4% | $2,440-75.6% |
| Participant deferral / active EE | $862 | $3,270-73.6% | $4,049-78.7% | $3,608-76.1% |
| Admin fee / account holder | $1,066 | $5,055-78.9% | $7,491-85.8% | $5,124-79.2% |