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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 | $95,404-76.8% | $113,397-80.5% | $82,637-73.3% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.5%-37.1pp | 68.1%-28.7pp |
| Annual return | 21.17% | 19.08%+2.1pp | 23.20%-2.0pp | 53.51%-32.3pp |
| Employer contribution / active EE | $741 | $2,307-67.9% | $2,977-75.1% | $2,552-71.0% |
| Participant deferral / active EE | $1,339 | $4,220-68.3% | $5,076-73.6% | $4,126-67.5% |
| Admin fee / account holder | $610 | $9,168-93.3% | $11,957-94.9% | $7,339-91.7% |