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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 | $14,032 | $91,559-84.7% | $133,978-89.5% | $79,856-82.4% |
| Participation rate | 47.8% | 73.3%-25.6pp | 79.8%-32.1pp | 69.6%-21.9pp |
| Annual return | 37.32% | 61.85%-24.5pp | 45.10%-7.8pp | 31.71%+5.6pp |
| Employer contribution / active EE | $695 | $2,384-70.9% | $3,919-82.3% | $2,471-71.9% |
| Participant deferral / active EE | $1,333 | $3,734-64.3% | $5,047-73.6% | $3,741-64.4% |
| Admin fee / account holder | $403 | $6,321-93.6% | $8,930-95.5% | $5,306-92.4% |