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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 | $23,210 | $80,985-71.3% | $96,576-76.0% | $75,181-69.1% |
| Participation rate | 31.4% | 71.8%-40.4pp | 76.0%-44.6pp | 67.2%-35.8pp |
| Annual return | 30.24% | 27.05%+3.2pp | 25.87%+4.4pp | 160.69%-130.4pp |
| Employer contribution / active EE | $695 | $2,282-69.6% | $2,965-76.6% | $2,671-74.0% |
| Participant deferral / active EE | $1,655 | $3,929-57.9% | $4,851-65.9% | $4,126-59.9% |
| Admin fee / account holder | $689 | $6,719-89.7% | $8,253-91.7% | $5,650-87.8% |