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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 | $28,060 | $79,867-64.9% | $120,344-76.7% | $64,340-56.4% |
| Participation rate | 43.4% | 63.0%-19.5pp | 76.7%-33.3pp | 55.2%-11.8pp |
| Annual return | 34.17% | 21.10%+13.1pp | 20.30%+13.9pp | 24.14%+10.0pp |
| Employer contribution / active EE | $563 | $1,925-70.8% | $3,020-81.4% | $1,862-69.8% |
| Participant deferral / active EE | $1,376 | $3,593-61.7% | $5,135-73.2% | $2,980-53.8% |
| Admin fee / account holder | $1,460 | $5,039-71.0% | $12,742-88.5% | $3,703-60.6% |