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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 | $25,301 | $82,028-69.2% | $123,105-79.4% | $59,633-57.6% |
| Participation rate | 56.6% | 83.2%-26.6pp | 86.8%-30.2pp | 68.7%-12.1pp |
| Annual return | 0.86% | 5.12%-4.3pp | 13.22%-12.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,181 | $3,297-64.2% | $5,151-77.1% | $2,203-46.4% |
| Participant deferral / active EE | $1,806 | $4,667-61.3% | $6,229-71.0% | $3,192-43.4% |
| Admin fee / account holder | $3,602 | $5,879-38.7% | $9,014-60.0% | $4,297-16.2% |