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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 | $15,230 | $73,988-79.4% | $96,538-84.2% | $75,177-79.7% |
| Participation rate | 26.5% | 66.4%-40.0pp | 74.3%-47.9pp | 67.2%-40.7pp |
| Annual return | 25.19% | 26.73%-1.5pp | 35.74%-10.6pp | 160.75%-135.6pp |
| Employer contribution / active EE | $833 | $2,930-71.6% | $3,740-77.7% | $2,671-68.8% |
| Participant deferral / active EE | $1,282 | $3,660-65.0% | $4,880-73.7% | $4,126-68.9% |
| Admin fee / account holder | $918 | $5,220-82.4% | $6,737-86.4% | $5,651-83.8% |