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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 | $26,933 | $101,795-73.5% | $165,100-83.7% | $80,959-66.7% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.4pp | 67.7%-8.4pp |
| Annual return | 13.41% | 16.73%-3.3pp | 70.21%-56.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,456 | $2,954-50.7% | $4,348-66.5% | $2,757-47.2% |
| Participant deferral / active EE | $1,932 | $4,476-56.8% | $6,035-68.0% | $4,300-55.1% |
| Admin fee / account holder | $407 | $8,221-95.0% | $12,696-96.8% | $6,925-94.1% |