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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 | $24,916 | $95,404-73.9% | $113,397-78.0% | $82,637-69.8% |
| Participation rate | 35.2% | 72.8%-37.6pp | 76.5%-41.3pp | 68.1%-32.8pp |
| Annual return | 13.61% | 19.08%-5.5pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $939 | $2,307-59.3% | $2,977-68.5% | $2,552-63.2% |
| Participant deferral / active EE | $1,276 | $4,220-69.8% | $5,076-74.9% | $4,126-69.1% |
| Admin fee / account holder | $1,901 | $9,168-79.3% | $11,957-84.1% | $7,339-74.1% |