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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 | $22,446 | $91,439-75.5% | $135,974-83.5% | $71,511-68.6% |
| Participation rate | 24.5% | 75.7%-51.1pp | 81.9%-57.4pp | 67.9%-43.4pp |
| Annual return | 26.22% | 29.90%-3.7pp | 68.30%-42.1pp | 28.86%-2.6pp |
| Employer contribution / active EE | $909 | $3,705-75.5% | $4,859-81.3% | $2,589-64.9% |
| Participant deferral / active EE | $3,038 | $7,093-57.2% | $7,760-60.9% | $4,291-29.2% |
| Admin fee / account holder | $3,254 | $1,267+156.9% | $10,767-69.8% | $1,588+104.9% |