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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 | $16,046 | $98,766-83.8% | $149,730-89.3% | $79,852-79.9% |
| Participation rate | 37.1% | 75.8%-38.6pp | 82.5%-45.3pp | 69.6%-32.5pp |
| Annual return | 26.99% | 27.43%-0.4pp | 276.70%-249.7pp | 31.72%-4.7pp |
| Employer contribution / active EE | $957 | $3,217-70.3% | $4,645-79.4% | $2,471-61.3% |
| Participant deferral / active EE | $1,982 | $5,681-65.1% | $6,843-71.0% | $3,740-47.0% |
| Admin fee / account holder | $655 | $6,052-89.2% | $9,310-93.0% | $5,306-87.7% |