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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 | $29,816 | $79,867-62.7% | $120,344-75.2% | $64,340-53.7% |
| Participation rate | 29.4% | 63.0%-33.6pp | 76.7%-47.3pp | 55.2%-25.8pp |
| Annual return | 21.47% | 21.10%+0.4pp | 20.30%+1.2pp | 24.14%-2.7pp |
| Employer contribution / active EE | $770 | $1,925-60.0% | $3,020-74.5% | $1,862-58.6% |
| Participant deferral / active EE | $1,133 | $3,593-68.5% | $5,135-77.9% | $2,980-62.0% |
| Admin fee / account holder | $2,796 | $5,039-44.5% | $12,742-78.1% | $3,703-24.5% |