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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 | $21,193 | $80,992-73.8% | $96,534-78.0% | $75,173-71.8% |
| Participation rate | 32.6% | 71.8%-39.2pp | 76.0%-43.4pp | 67.2%-34.6pp |
| Annual return | 20.27% | 27.05%-6.8pp | 25.88%-5.6pp | 160.72%-140.5pp |
| Employer contribution / active EE | $881 | $2,283-61.4% | $2,965-70.3% | $2,671-67.0% |
| Participant deferral / active EE | $1,737 | $3,929-55.8% | $4,851-64.2% | $4,126-57.9% |
| Admin fee / account holder | $2,239 | $6,717-66.7% | $8,253-72.9% | $5,651-60.4% |