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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 | $29,706 | $91,559-67.6% | $133,971-77.8% | $79,852-62.8% |
| Participation rate | 35.4% | 73.3%-38.0pp | 79.8%-44.5pp | 69.6%-34.3pp |
| Annual return | 29.57% | 61.85%-32.3pp | 45.09%-15.5pp | 31.72%-2.1pp |
| Employer contribution / active EE | $622 | $2,384-73.9% | $3,919-84.1% | $2,471-74.8% |
| Participant deferral / active EE | $1,004 | $3,734-73.1% | $5,047-80.1% | $3,740-73.2% |
| Admin fee / account holder | $1,025 | $6,321-83.8% | $8,929-88.5% | $5,306-80.7% |