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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 | $27,305 | $95,453-71.4% | $112,040-75.6% | $82,448-66.9% |
| Participation rate | 21.9% | 72.8%-50.9pp | 76.5%-54.6pp | 68.1%-46.2pp |
| Annual return | 24.14% | 23.92%+0.2pp | 24.52%-0.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $771 | $2,318-66.7% | $2,954-73.9% | $2,551-69.8% |
| Participant deferral / active EE | $1,823 | $4,224-56.8% | $5,098-64.2% | $4,139-56.0% |
| Admin fee / account holder | $3,694 | $9,013-59.0% | $12,098-69.5% | $7,234-48.9% |