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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 | $27,707 | $91,559-69.7% | $133,971-79.3% | $79,852-65.3% |
| Participation rate | 25.0% | 73.3%-48.3pp | 79.8%-54.8pp | 69.6%-44.6pp |
| Annual return | 13.20% | 61.85%-48.7pp | 45.09%-31.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $910 | $2,384-61.8% | $3,919-76.8% | $2,471-63.2% |
| Participant deferral / active EE | $1,061 | $3,734-71.6% | $5,047-79.0% | $3,740-71.6% |
| Admin fee / account holder | $916 | $6,321-85.5% | $8,929-89.7% | $5,306-82.7% |