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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 | $16,358 | $50,898-67.9% | $171,082-90.4% | $55,167-70.3% |
| Participation rate | 23.0% | 63.3%-40.3pp | 76.7%-53.7pp | 69.0%-46.0pp |
| Annual return | 31.31% | 15.34%+16.0pp | 32.56%-1.2pp | 169.23%-137.9pp |
| Employer contribution / active EE | $459 | $1,433-68.0% | $4,002-88.5% | $1,963-76.6% |
| Participant deferral / active EE | $938 | $2,994-68.7% | $4,797-80.5% | $3,054-69.3% |
| Admin fee / account holder | $813 | $500+62.7% | $8,520-90.5% | $504+61.3% |