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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 | $20,406 | $93,617-78.2% | $135,982-85.0% | $75,177-72.9% |
| Participation rate | 34.6% | 75.2%-40.6pp | 81.9%-47.3pp | 67.2%-32.6pp |
| Annual return | 22.29% | 30.89%-8.6pp | 68.32%-46.0pp | 160.75%-138.5pp |
| Employer contribution / active EE | $852 | $3,538-75.9% | $4,859-82.5% | $2,671-68.1% |
| Participant deferral / active EE | $1,495 | $6,406-76.7% | $7,760-80.7% | $4,126-63.8% |
| Admin fee / account holder | $3,923 | $6,980-43.8% | $10,767-63.6% | $5,651-30.6% |