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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 | $15,031 | $80,985-81.4% | $96,576-84.4% | $75,181-80.0% |
| Participation rate | 42.4% | 71.8%-29.4pp | 76.0%-33.6pp | 67.2%-24.8pp |
| Annual return | 27.73% | 27.05%+0.7pp | 25.87%+1.9pp | 160.69%-133.0pp |
| Employer contribution / active EE | $901 | $2,282-60.5% | $2,965-69.6% | $2,671-66.3% |
| Participant deferral / active EE | $1,584 | $3,929-59.7% | $4,851-67.4% | $4,126-61.6% |
| Admin fee / account holder | $1,291 | $6,719-80.8% | $8,253-84.4% | $5,650-77.2% |