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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 | $22,103 | $97,550-77.3% | $120,344-81.6% | $87,485-74.7% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.7%-37.3pp | 68.9%-29.5pp |
| Annual return | 21.17% | 18.41%+2.8pp | 20.30%+0.9pp | 26.06%-4.9pp |
| Employer contribution / active EE | $741 | $2,291-67.6% | $3,020-75.5% | $2,596-71.4% |
| Participant deferral / active EE | $1,339 | $4,230-68.3% | $5,135-73.9% | $4,274-68.7% |
| Admin fee / account holder | $610 | $9,543-93.6% | $12,742-95.2% | $7,775-92.1% |