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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 | $24,286 | $91,760-73.5% | $156,181-84.5% | $67,986-64.3% |
| Participation rate | 27.0% | 65.0%-38.0pp | 78.8%-51.8pp | 57.2%-30.2pp |
| Annual return | 30.97% | 18.14%+12.8pp | 64.87%-33.9pp | 31.67%-0.7pp |
| Employer contribution / active EE | $973 | $2,419-59.8% | $4,294-77.3% | $2,019-51.8% |
| Participant deferral / active EE | $1,434 | $3,960-63.8% | $6,132-76.6% | $3,358-57.3% |
| Admin fee / account holder | $1,484 | $3,949-62.4% | $14,586-89.8% | $3,203-53.7% |