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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 | $97,550-72.0% | $120,344-77.3% | $87,485-68.8% |
| Participation rate | 21.9% | 72.8%-51.0pp | 76.7%-54.8pp | 68.9%-47.1pp |
| Annual return | 24.14% | 18.41%+5.7pp | 20.30%+3.8pp | 26.06%-1.9pp |
| Employer contribution / active EE | $771 | $2,291-66.3% | $3,020-74.5% | $2,596-70.3% |
| Participant deferral / active EE | $1,823 | $4,230-56.9% | $5,135-64.5% | $4,274-57.3% |
| Admin fee / account holder | $3,694 | $9,543-61.3% | $12,742-71.0% | $7,775-52.5% |