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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 | $24,289 | $147,594-83.5% | $121,871-80.1% | $198,609-87.8% |
| Participation rate | 38.5% | 78.0%-39.5pp | 73.2%-34.7pp | 82.4%-43.9pp |
| Annual return | 13.78% | 12.94%+0.8pp | 13.57%+0.2pp | 202.70%-188.9pp |
| Employer contribution / active EE | $828 | $3,007-72.4% | $2,731-69.7% | $5,055-83.6% |
| Participant deferral / active EE | $1,006 | $5,168-80.5% | $4,318-76.7% | $6,977-85.6% |
| Admin fee / account holder | $2,287 | $15,134-84.9% | $11,551-80.2% | $19,030-88.0% |