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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 | $25,460 | $125,797-79.8% | $170,028-85.0% | $75,181-66.1% |
| Participation rate | 63.6% | 83.6%-20.0pp | 87.0%-23.4pp | 67.2%-3.6pp |
| Annual return | 40.03% | 27.20%+12.8pp | 53.39%-13.4pp | 160.69%-120.7pp |
| Employer contribution / active EE | $2,406 | $4,616-47.9% | $6,788-64.5% | $2,671-9.9% |
| Participant deferral / active EE | $2,823 | $6,838-58.7% | $10,409-72.9% | $4,126-31.6% |
| Admin fee / account holder | $3,105 | $8,177-62.0% | $12,820-75.8% | $5,650-45.1% |