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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 | $28,075 | $91,474-69.3% | $135,982-79.4% | $71,529-60.8% |
| Participation rate | 33.9% | 75.7%-41.8pp | 81.9%-48.1pp | 67.9%-34.1pp |
| Annual return | 33.01% | 29.89%+3.1pp | 68.32%-35.3pp | 28.97%+4.0pp |
| Employer contribution / active EE | $1,267 | $3,705-65.8% | $4,859-73.9% | $2,590-51.1% |
| Participant deferral / active EE | $2,320 | $7,095-67.3% | $7,760-70.1% | $4,291-45.9% |
| Admin fee / account holder | $1,785 | $1,267+40.8% | $10,767-83.4% | $1,588+12.3% |