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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 | $97,550-72.7% | $120,344-77.9% | $87,485-69.5% |
| Participation rate | 31.3% | 72.8%-41.5pp | 76.7%-45.4pp | 68.9%-37.6pp |
| Annual return | 21.06% | 18.41%+2.6pp | 20.30%+0.8pp | 26.06%-5.0pp |
| Employer contribution / active EE | $872 | $2,291-62.0% | $3,020-71.1% | $2,596-66.4% |
| Participant deferral / active EE | $1,580 | $4,230-62.7% | $5,135-69.2% | $4,274-63.0% |
| Admin fee / account holder | $3,559 | $9,543-62.7% | $12,742-72.1% | $7,775-54.2% |