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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 | $28,172 | $91,474-69.2% | $135,982-79.3% | $71,529-60.6% |
| Participation rate | 17.3% | 75.7%-58.4pp | 81.9%-64.6pp | 67.9%-50.7pp |
| Annual return | 18.54% | 29.89%-11.4pp | 68.32%-49.8pp | 28.97%-10.4pp |
| Employer contribution / active EE | $967 | $3,705-73.9% | $4,859-80.1% | $2,590-62.7% |
| Participant deferral / active EE | $2,604 | $7,095-63.3% | $7,760-66.4% | $4,291-39.3% |
| Admin fee / account holder | $3,831 | $1,267+202.3% | $10,767-64.4% | $1,588+141.2% |