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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 | $22,243 | $135,956-83.6% | $123,894-82.0% | $273,972-91.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $949 | $5,170-81.6% | $4,617-79.4% | $4,869-80.5% |
| Participant deferral / active EE | $1,015 | $6,343-84.0% | $5,984-83.0% | $5,287-80.8% |
| Admin fee / account holder | $514 | $9,817-94.8% | $8,357-93.9% | $10,133-94.9% |