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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 | $17,180 | $107,421-84.0% | $182,262-90.6% | $94,015-81.7% |
| Participation rate | 57.7% | 77.8%-20.1pp | 84.2%-26.5pp | 70.8%-13.1pp |
| Annual return | 20.26% | 21.32%-1.1pp | 140.60%-120.3pp | 17.84%+2.4pp |
| Employer contribution / active EE | $1,353 | $3,448-60.8% | $5,046-73.2% | $2,790-51.5% |
| Participant deferral / active EE | $1,456 | $6,558-77.8% | $8,276-82.4% | $4,249-65.7% |
| Admin fee / account holder | $371 | $8,692-95.7% | $16,712-97.8% | $8,951-95.9% |