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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 | $25,955 | $80,855-67.9% | $153,416-83.1% | $86,983-70.2% |
| Participation rate | 37.0% | 64.1%-27.2pp | 74.3%-37.4pp | 69.5%-32.6pp |
| Annual return | 19.33% | 16.18%+3.1pp | 17.84%+1.5pp | 25.83%-6.5pp |
| Employer contribution / active EE | $568 | $2,308-75.4% | $3,764-84.9% | $2,584-78.0% |
| Participant deferral / active EE | $1,018 | $3,333-69.5% | $4,723-78.4% | $4,194-75.7% |
| Admin fee / account holder | $806 | $6,908-88.3% | $13,095-93.8% | $7,856-89.7% |