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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 | $26,388 | $86,922-69.6% | $102,438-74.2% | $80,874-67.4% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 11.45% | 18.90%-7.4pp | 29.37%-17.9pp | 35.62%-24.2pp |
| Employer contribution / active EE | $985 | $2,369-58.4% | $3,024-67.4% | $2,756-64.2% |
| Participant deferral / active EE | $1,346 | $4,119-67.3% | $5,054-73.4% | $4,297-68.7% |
| Admin fee / account holder | $1,803 | $8,050-77.6% | $9,448-80.9% | $6,935-74.0% |