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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 | $20,902 | $79,955-73.9% | $98,461-78.8% | $75,173-72.2% |
| Participation rate | 28.1% | 70.4%-42.2pp | 75.2%-47.0pp | 67.2%-39.1pp |
| Annual return | 21.37% | 19.75%+1.6pp | 21.17%+0.2pp | 160.72%-139.3pp |
| Employer contribution / active EE | $697 | $2,264-69.2% | $3,049-77.2% | $2,671-73.9% |
| Participant deferral / active EE | $1,332 | $3,752-64.5% | $4,738-71.9% | $4,126-67.7% |
| Admin fee / account holder | $321 | $6,841-95.3% | $8,961-96.4% | $5,651-94.3% |