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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 | $20,634 | $89,652-77.0% | $141,191-85.4% | $65,185-68.3% |
| Participation rate | 29.9% | 74.7%-44.8pp | 82.5%-52.5pp | 70.2%-40.3pp |
| Annual return | 42.83% | 32.79%+10.0pp | 71.41%-28.6pp | 29.38%+13.4pp |
| Employer contribution / active EE | $1,318 | $3,065-57.0% | $4,736-72.2% | $2,177-39.5% |
| Participant deferral / active EE | $1,722 | $5,691-69.7% | $6,710-74.3% | $3,514-51.0% |
| Admin fee / account holder | $619 | $569+8.8% | $10,264-94.0% | $847-27.0% |