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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 | $37,052 | $91,120-59.3% | $161,149-77.0% | $64,097-42.2% |
| Participation rate | 61.5% | 62.2%-0.7pp | 78.8%-17.4pp | 55.2%+6.3pp |
| Annual return | 15.28% | 17.95%-2.7pp | 21.16%-5.9pp | 34.64%-19.4pp |
| Employer contribution / active EE | $2,057 | $2,284-9.9% | $4,360-52.8% | $1,891+8.7% |
| Participant deferral / active EE | $1,331 | $3,708-64.1% | $6,153-78.4% | $3,080-56.8% |
| Admin fee / account holder | $541 | $4,535-88.1% | $15,194-96.4% | $3,454-84.3% |