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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 | $23,572 | $97,550-75.8% | $120,344-80.4% | $87,485-73.1% |
| Participation rate | 34.1% | 72.8%-38.7pp | 76.7%-42.6pp | 68.9%-34.8pp |
| Annual return | 18.84% | 18.41%+0.4pp | 20.30%-1.5pp | 26.06%-7.2pp |
| Employer contribution / active EE | $833 | $2,291-63.6% | $3,020-72.4% | $2,596-67.9% |
| Participant deferral / active EE | $1,594 | $4,230-62.3% | $5,135-69.0% | $4,274-62.7% |
| Admin fee / account holder | $987 | $9,543-89.7% | $12,742-92.3% | $7,775-87.3% |