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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 | $27,396 | $101,795-73.1% | $165,100-83.4% | $80,959-66.2% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.7%-12.1pp |
| Annual return | 12.83% | 16.73%-3.9pp | 70.21%-57.4pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,167 | $2,954-26.6% | $4,348-50.2% | $2,757-21.4% |
| Participant deferral / active EE | $1,523 | $4,476-66.0% | $6,035-74.8% | $4,300-64.6% |
| Admin fee / account holder | $572 | $8,221-93.0% | $12,696-95.5% | $6,925-91.7% |