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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 | $28,156 | $138,393-79.7% | $184,256-84.7% | $80,959-65.2% |
| Participation rate | 57.1% | 83.9%-26.8pp | 86.8%-29.7pp | 67.7%-10.5pp |
| Annual return | 20.47% | 20.01%+0.5pp | 28.85%-8.4pp | 35.67%-15.2pp |
| Employer contribution / active EE | $3,690 | $4,847-23.9% | $6,427-42.6% | $2,757+33.8% |
| Participant deferral / active EE | $1,989 | $7,076-71.9% | $9,133-78.2% | $4,300-53.7% |
| Admin fee / account holder | $1,476 | $10,489-85.9% | $13,899-89.4% | $6,925-78.7% |