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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 | $29,476 | $85,515-65.5% | $112,040-73.7% | $67,986-56.6% |
| Participation rate | 23.4% | 68.2%-44.8pp | 76.5%-53.1pp | 57.2%-33.8pp |
| Annual return | 17.09% | 29.68%-12.6pp | 24.52%-7.4pp | 31.67%-14.6pp |
| Employer contribution / active EE | $674 | $2,191-69.3% | $2,954-77.2% | $2,019-66.6% |
| Participant deferral / active EE | $1,231 | $4,014-69.3% | $5,098-75.8% | $3,358-63.3% |
| Admin fee / account holder | $2,220 | $3,774-41.2% | $12,098-81.6% | $3,203-30.7% |