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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 | $23,274 | $108,825-78.6% | $156,181-85.1% | $82,448-71.8% |
| Participation rate | 68.7% | 72.4%-3.7pp | 78.8%-10.2pp | 68.1%+0.6pp |
| Annual return | 12.78% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,023 | $2,870-64.4% | $4,294-76.2% | $2,551-59.9% |
| Participant deferral / active EE | $1,686 | $4,577-63.2% | $6,132-72.5% | $4,139-59.3% |
| Admin fee / account holder | $4,818 | $9,341-48.4% | $14,586-67.0% | $7,234-33.4% |