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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 | $24,577 | $78,707-68.8% | $117,861-79.1% | $70,126-65.0% |
| Participation rate | 69.8% | 73.2%-3.4pp | 79.7%-9.9pp | 69.5%+0.3pp |
| Annual return | 16.15% | 23.30%-7.1pp | 335.11%-319.0pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,447 | $2,223+10.0% | $3,786-35.4% | $2,343+4.4% |
| Participant deferral / active EE | $1,373 | $3,297-58.4% | $4,482-69.4% | $3,332-58.8% |
| Admin fee / account holder | $1,437 | $5,066-71.6% | $8,021-82.1% | $4,645-69.1% |