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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 | $80,731-74.7% | $103,374-80.2% | $74,546-72.6% |
| Participation rate | 45.1% | 65.7%-20.6pp | 74.5%-29.4pp | 67.2%-22.1pp |
| Annual return | 12.22% | 27.56%-15.3pp | 24.89%-12.7pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $3,364 | $3,158+6.5% | $3,869-13.1% | $2,624+28.2% |
| Participant deferral / active EE | $876 | $3,860-77.3% | $5,058-82.7% | $4,347-79.8% |
| Admin fee / account holder | $6,815 | $2,369+187.7% | $8,394-18.8% | $1,944+250.7% |