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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 | $27,343 | $78,425-65.1% | $95,956-71.5% | $79,858-65.8% |
| Participation rate | 44.2% | 73.5%-29.3pp | 77.1%-32.9pp | 69.6%-25.4pp |
| Annual return | 53.69% | 19.37%+34.3pp | 91.63%-37.9pp | 31.72%+22.0pp |
| Employer contribution / active EE | $931 | $1,945-52.1% | $2,541-63.4% | $2,471-62.3% |
| Participant deferral / active EE | $1,211 | $3,440-64.8% | $4,167-70.9% | $3,740-67.6% |
| Admin fee / account holder | $816 | $5,622-85.5% | $6,797-88.0% | $5,306-84.6% |