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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 | $26,260 | $91,424-71.3% | $135,942-80.7% | $71,495-63.3% |
| Participation rate | 19.6% | 75.7%-56.0pp | 81.9%-62.3pp | 67.9%-48.3pp |
| Annual return | 56.22% | 29.90%+26.3pp | 68.28%-12.1pp | 28.85%+27.4pp |
| Employer contribution / active EE | $933 | $3,704-74.8% | $4,858-80.8% | $2,589-64.0% |
| Participant deferral / active EE | $1,977 | $7,092-72.1% | $7,759-74.5% | $4,291-53.9% |
| Admin fee / account holder | $314 | $1,266-75.2% | $10,764-97.1% | $1,588-80.2% |