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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 | $22,315 | $69,977-68.1% | $108,582-79.4% | $62,881-64.5% |
| Participation rate | 37.0% | 72.9%-35.9pp | 79.6%-42.5pp | 69.3%-32.3pp |
| Annual return | 7.79% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $754 | $2,135-64.7% | $3,758-79.9% | $2,281-66.9% |
| Participant deferral / active EE | $1,069 | $3,165-66.2% | $4,311-75.2% | $3,203-66.6% |
| Admin fee / account holder | $595 | $5,076-88.3% | $7,645-92.2% | $4,296-86.2% |