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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 | $22,587 | $86,940-74.0% | $102,434-77.9% | $80,935-72.1% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.7%-8.3pp |
| Annual return | 36.49% | 18.89%+17.6pp | 29.46%+7.0pp | 35.66%+0.8pp |
| Employer contribution / active EE | $990 | $2,370-58.2% | $3,023-67.2% | $2,757-64.1% |
| Participant deferral / active EE | $1,695 | $4,121-58.9% | $5,055-66.5% | $4,299-60.6% |
| Admin fee / account holder | $2,300 | $8,047-71.4% | $9,462-75.7% | $6,924-66.8% |