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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 | $24,161 | $94,699-74.5% | $185,441-87.0% | $65,306-63.0% |
| Participation rate | 41.0% | 64.2%-23.2pp | 80.3%-39.2pp | 57.7%-16.6pp |
| Annual return | 16.93% | 16.71%+0.2pp | 20.16%-3.2pp | 21.94%-5.0pp |
| Employer contribution / active EE | $657 | $2,381-72.4% | $4,672-85.9% | $1,967-66.6% |
| Participant deferral / active EE | $1,238 | $3,568-65.3% | $6,152-79.9% | $2,959-58.2% |
| Admin fee / account holder | $1,713 | $4,797-64.3% | $17,890-90.4% | $3,480-50.8% |