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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 | $17,890 | $95,404-81.2% | $113,397-84.2% | $82,637-78.4% |
| Participation rate | 22.6% | 72.8%-50.2pp | 76.5%-53.9pp | 68.1%-45.5pp |
| Annual return | 24.32% | 19.08%+5.2pp | 23.20%+1.1pp | 53.51%-29.2pp |
| Employer contribution / active EE | $1,187 | $2,307-48.5% | $2,977-60.1% | $2,552-53.5% |
| Participant deferral / active EE | $1,602 | $4,220-62.0% | $5,076-68.4% | $4,126-61.2% |
| Admin fee / account holder | $673 | $9,168-92.7% | $11,957-94.4% | $7,339-90.8% |