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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 | $24,032 | $54,573-56.0% | $90,970-73.6% | $73,493-67.3% |
| Participation rate | 24.4% | 61.2%-36.7pp | 69.0%-44.6pp | 70.7%-46.3pp |
| Annual return | 17.97% | 16.69%+1.3pp | 134.58%-116.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $541 | $991-45.4% | $2,122-74.5% | $2,270-76.1% |
| Participant deferral / active EE | $963 | $2,517-61.7% | $3,373-71.4% | $3,740-74.2% |
| Admin fee / account holder | $305 | $521-41.5% | $5,960-94.9% | $513-40.5% |