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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 | $22,435 | $97,648-77.0% | $121,663-81.6% | $87,485-74.4% |
| Participation rate | 25.8% | 70.5%-44.7pp | 74.5%-48.7pp | 68.9%-43.1pp |
| Annual return | 142.66% | 18.03%+124.6pp | 147.54%-4.9pp | 26.06%+116.6pp |
| Employer contribution / active EE | $710 | $2,300-69.2% | $3,020-76.5% | $2,596-72.7% |
| Participant deferral / active EE | $1,613 | $3,923-58.9% | $4,887-67.0% | $4,274-62.2% |
| Admin fee / account holder | $2,326 | $11,100-79.0% | $14,289-83.7% | $7,775-70.1% |