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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 | $28,283 | $89,808-68.5% | $100,383-71.8% | $77,671-63.6% |
| Participation rate | 38.0% | 81.2%-43.2pp | 81.5%-43.5pp | 70.6%-32.6pp |
| Annual return | 24.15% | 20.62%+3.5pp | 49.26%-25.1pp | 31.21%-7.1pp |
| Employer contribution / active EE | $2,083 | $3,039-31.5% | $3,944-47.2% | $2,726-23.6% |
| Participant deferral / active EE | $3,027 | $8,284-63.5% | $8,086-62.6% | $4,648-34.9% |
| Admin fee / account holder | $3,851 | $174+2108.7% | $7,900-51.2% | $430+794.8% |