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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 | $23,506 | $78,425-70.0% | $95,956-75.5% | $79,858-70.6% |
| Participation rate | 36.7% | 73.5%-36.8pp | 77.1%-40.3pp | 69.6%-32.9pp |
| Annual return | 23.46% | 19.37%+4.1pp | 91.63%-68.2pp | 31.72%-8.3pp |
| Employer contribution / active EE | $527 | $1,945-72.9% | $2,541-79.3% | $2,471-78.7% |
| Participant deferral / active EE | $1,127 | $3,440-67.2% | $4,167-72.9% | $3,740-69.9% |
| Admin fee / account holder | $3,350 | $5,622-40.4% | $6,797-50.7% | $5,306-36.9% |