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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 | $18,335 | $73,787-75.2% | $98,716-81.4% | $82,448-77.8% |
| Participation rate | 29.2% | 61.4%-32.2pp | 69.3%-40.1pp | 68.1%-38.9pp |
| Annual return | 14.70% | 18.57%-3.9pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $500 | $1,511-66.9% | $2,279-78.1% | $2,551-80.4% |
| Participant deferral / active EE | $852 | $3,081-72.4% | $4,048-79.0% | $4,139-79.4% |
| Admin fee / account holder | $8,646 | $6,500+33.0% | $8,703-0.6% | $7,234+19.5% |