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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 | $23,246 | $67,602-65.6% | $82,312-71.8% | $70,126-66.9% |
| Participation rate | 26.0% | 72.8%-46.8pp | 76.9%-50.9pp | 69.5%-43.5pp |
| Annual return | 12.69% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $407 | $1,755-76.8% | $2,428-83.2% | $2,343-82.6% |
| Participant deferral / active EE | $1,097 | $2,987-63.3% | $3,706-70.4% | $3,332-67.1% |
| Admin fee / account holder | $3,006 | $4,512-33.4% | $5,608-46.4% | $4,645-35.3% |