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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 | $29,713 | $83,045-64.2% | $130,026-77.1% | $71,495-58.4% |
| Participation rate | 41.8% | 74.1%-32.3pp | 78.5%-36.7pp | 67.9%-26.1pp |
| Annual return | 19.49% | 20.61%-1.1pp | -137.26%+156.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,131 | $2,623-56.9% | $4,321-73.8% | $2,589-56.3% |
| Participant deferral / active EE | $1,524 | $4,436-65.6% | $5,821-73.8% | $4,291-64.5% |
| Admin fee / account holder | $1,190 | $1,727-31.1% | $10,608-88.8% | $1,588-25.0% |