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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 | $31,488 | $95,904-67.2% | $173,730-81.9% | $64,340-51.1% |
| Participation rate | 42.2% | 60.6%-18.4pp | 79.6%-37.3pp | 55.2%-13.0pp |
| Annual return | 14.32% | 17.47%-3.1pp | 19.96%-5.6pp | 24.14%-9.8pp |
| Employer contribution / active EE | $622 | $2,323-73.2% | $4,577-86.4% | $1,862-66.6% |
| Participant deferral / active EE | $901 | $3,488-74.2% | $6,326-85.8% | $2,980-69.8% |
| Admin fee / account holder | $2,401 | $5,089-52.8% | $17,523-86.3% | $3,703-35.1% |