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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 | $20,932 | $106,749-80.4% | $145,433-85.6% | $82,448-74.6% |
| Participation rate | 20.5% | 75.6%-55.2pp | 82.1%-61.7pp | 68.1%-47.6pp |
| Annual return | 28.24% | 27.59%+0.7pp | 66.58%-38.3pp | 41.64%-13.4pp |
| Employer contribution / active EE | $836 | $3,444-75.7% | $4,554-81.6% | $2,551-67.2% |
| Participant deferral / active EE | $1,294 | $6,519-80.1% | $7,897-83.6% | $4,139-68.7% |
| Admin fee / account holder | $834 | $8,390-90.1% | $13,129-93.7% | $7,234-88.5% |