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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 | $20,333 | $80,985-74.9% | $96,576-78.9% | $75,181-73.0% |
| Participation rate | 68.6% | 71.8%-3.2pp | 76.0%-7.4pp | 67.2%+1.4pp |
| Annual return | 14.24% | 27.05%-12.8pp | 25.87%-11.6pp | 160.69%-146.4pp |
| Employer contribution / active EE | $942 | $2,282-58.7% | $2,965-68.2% | $2,671-64.7% |
| Participant deferral / active EE | $1,162 | $3,929-70.4% | $4,851-76.0% | $4,126-71.8% |
| Admin fee / account holder | $5,759 | $6,719-14.3% | $8,253-30.2% | $5,650+1.9% |