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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 | $22,389 | $80,705-72.3% | $115,768-80.7% | $67,986-67.1% |
| Participation rate | 20.7% | 63.0%-42.2pp | 74.4%-53.7pp | 57.2%-36.5pp |
| Annual return | 14.32% | 18.49%-4.2pp | 100.46%-86.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $623 | $2,046-69.5% | $2,940-78.8% | $2,019-69.1% |
| Participant deferral / active EE | $992 | $3,559-72.1% | $4,917-79.8% | $3,358-70.5% |
| Admin fee / account holder | $5,271 | $4,135+27.5% | $12,439-57.6% | $3,203+64.5% |