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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 | $94,031-76.1% | $115,768-80.6% | $82,448-72.8% |
| Participation rate | 25.8% | 70.4%-44.6pp | 74.4%-48.6pp | 68.1%-42.3pp |
| Annual return | 142.66% | 20.61%+122.0pp | 100.46%+42.2pp | 41.64%+101.0pp |
| Employer contribution / active EE | $710 | $2,323-69.5% | $2,940-75.9% | $2,551-72.2% |
| Participant deferral / active EE | $1,613 | $3,972-59.4% | $4,917-67.2% | $4,139-61.0% |
| Admin fee / account holder | $2,326 | $10,249-77.3% | $12,439-81.3% | $7,234-67.8% |