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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 | $21,141 | $93,598-77.4% | $135,974-84.5% | $75,173-71.9% |
| Participation rate | 67.6% | 75.2%-7.6pp | 81.9%-14.3pp | 67.2%+0.4pp |
| Annual return | 23.69% | 30.89%-7.2pp | 68.30%-44.6pp | 160.72%-137.0pp |
| Employer contribution / active EE | $806 | $3,538-77.2% | $4,859-83.4% | $2,671-69.8% |
| Participant deferral / active EE | $2,432 | $6,405-62.0% | $7,760-68.7% | $4,126-41.1% |
| Admin fee / account holder | $1,655 | $6,978-76.3% | $10,767-84.6% | $5,651-70.7% |