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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 | $20,428 | $80,781-74.7% | $102,437-80.1% | $74,478-72.6% |
| Participation rate | 45.1% | 65.7%-20.6pp | 74.5%-29.4pp | 67.2%-22.1pp |
| Annual return | 12.22% | 27.58%-15.4pp | 24.95%-12.7pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $3,364 | $3,160+6.5% | $3,871-13.1% | $2,626+28.1% |
| Participant deferral / active EE | $876 | $3,862-77.3% | $5,060-82.7% | $4,350-79.9% |
| Admin fee / account holder | $6,815 | $2,372+187.3% | $8,388-18.7% | $1,946+250.3% |