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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 | $24,553 | $101,752-75.9% | $164,928-85.1% | $80,911-69.7% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.6%-34.3pp |
| Annual return | 16.96% | 16.73%+0.2pp | 70.08%-53.1pp | 35.63%-18.7pp |
| Employer contribution / active EE | $923 | $2,953-68.7% | $4,343-78.7% | $2,756-66.5% |
| Participant deferral / active EE | $1,381 | $4,477-69.2% | $6,034-77.1% | $4,297-67.9% |
| Admin fee / account holder | $1,833 | $8,218-77.7% | $12,684-85.5% | $6,935-73.6% |