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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 | $24,762 | $67,602-63.4% | $82,312-69.9% | $70,126-64.7% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 17.25% | 21.57%-4.3pp | 25.88%-8.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $533 | $1,755-69.6% | $2,428-78.0% | $2,343-77.2% |
| Participant deferral / active EE | $761 | $2,987-74.5% | $3,706-79.5% | $3,332-77.1% |
| Admin fee / account holder | $3,253 | $4,512-27.9% | $5,608-42.0% | $4,645-30.0% |