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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 | $26,651 | $95,453-72.1% | $112,040-76.2% | $82,448-67.7% |
| Participation rate | 31.3% | 72.8%-41.4pp | 76.5%-45.2pp | 68.1%-36.7pp |
| Annual return | 21.06% | 23.92%-2.9pp | 24.52%-3.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $872 | $2,318-62.4% | $2,954-70.5% | $2,551-65.8% |
| Participant deferral / active EE | $1,580 | $4,224-62.6% | $5,098-69.0% | $4,139-61.8% |
| Admin fee / account holder | $3,559 | $9,013-60.5% | $12,098-70.6% | $7,234-50.8% |