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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 | $33,282 | $95,904-65.3% | $173,730-80.8% | $64,340-48.3% |
| Participation rate | 0.0% | 60.6%-60.6pp | 79.6%-79.6pp | 55.2%-55.2pp |
| Annual return | 22.01% | 17.47%+4.5pp | 19.96%+2.1pp | 24.14%-2.1pp |
| Employer contribution / active EE | $685 | $2,323-70.5% | $4,577-85.0% | $1,862-63.2% |
| Participant deferral / active EE | $1,359 | $3,488-61.0% | $6,326-78.5% | $2,980-54.4% |
| Admin fee / account holder | $2,788 | $5,089-45.2% | $17,523-84.1% | $3,703-24.7% |