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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 | $26,280 | $87,846-70.1% | $220,144-88.1% | $116,462-77.4% |
| Participation rate | 51.9% | 73.5%-21.6pp | 84.8%-32.9pp | 74.7%-22.8pp |
| Annual return | 18.69% | 16.64%+2.0pp | -0.63%+19.3pp | 15.65%+3.0pp |
| Employer contribution / active EE | $1,139 | $2,972-61.7% | $6,623-82.8% | $3,231-64.7% |
| Participant deferral / active EE | $1,207 | $4,087-70.5% | $4,718-74.4% | $3,836-68.5% |
| Admin fee / account holder | $2,008 | $6,782-70.4% | $15,617-87.1% | $12,754-84.3% |