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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 | $24,133 | $98,766-75.6% | $149,730-83.9% | $79,852-69.8% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.5%-41.7pp | 69.6%-28.9pp |
| Annual return | 13.78% | 27.43%-13.6pp | 276.70%-262.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $915 | $3,217-71.5% | $4,645-80.3% | $2,471-63.0% |
| Participant deferral / active EE | $1,847 | $5,681-67.5% | $6,843-73.0% | $3,740-50.6% |
| Admin fee / account holder | $616 | $6,052-89.8% | $9,310-93.4% | $5,306-88.4% |