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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 | $15,828 | $138,312-88.6% | $122,979-87.1% | $155,188-89.8% |
| Participation rate | 30.8% | 80.2%-49.4pp | 77.2%-46.4pp | 80.8%-50.0pp |
| Annual return | 21.59% | 22.06%-0.5pp | 20.12%+1.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $958 | $3,530-72.9% | $3,062-68.7% | $4,248-77.5% |
| Participant deferral / active EE | $1,623 | $5,592-71.0% | $5,003-67.6% | $6,531-75.1% |
| Admin fee / account holder | $1,041 | $15,089-93.1% | $12,864-91.9% | $14,480-92.8% |