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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 | $77,569-71.1% | $115,599-80.6% | $64,097-65.1% |
| Participation rate | 20.7% | 60.7%-39.9pp | 74.3%-53.6pp | 55.2%-34.5pp |
| Annual return | 14.32% | 18.52%-4.2pp | 111.10%-96.8pp | 34.64%-20.3pp |
| Employer contribution / active EE | $623 | $1,915-67.4% | $2,955-78.9% | $1,891-67.0% |
| Participant deferral / active EE | $992 | $3,327-70.2% | $4,889-79.7% | $3,080-67.8% |
| Admin fee / account holder | $5,271 | $4,470+17.9% | $12,841-59.0% | $3,454+52.6% |