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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 | $35,492 | $107,218-66.9% | $115,768-69.3% | $79,634-55.4% |
| Participation rate | 28.1% | 76.8%-48.7pp | 74.4%-46.3pp | 62.5%-34.4pp |
| Annual return | 19.99% | 15.41%+4.6pp | 100.46%-80.5pp | 36.46%-16.5pp |
| Employer contribution / active EE | $920 | $3,627-74.6% | $2,940-68.7% | $2,529-63.6% |
| Participant deferral / active EE | $1,529 | $5,091-70.0% | $4,917-68.9% | $3,835-60.1% |
| Admin fee / account holder | $3,876 | $576+573.3% | $12,439-68.8% | $1,002+286.9% |