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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 | $26,883 | $83,045-67.6% | $130,045-79.3% | $71,511-62.4% |
| Participation rate | 42.5% | 74.1%-31.6pp | 78.5%-36.0pp | 67.9%-25.4pp |
| Annual return | 19.39% | 20.61%-1.2pp | -137.30%+156.7pp | 28.86%-9.5pp |
| Employer contribution / active EE | $965 | $2,623-63.2% | $4,321-77.7% | $2,589-62.7% |
| Participant deferral / active EE | $2,167 | $4,436-51.2% | $5,820-62.8% | $4,291-49.5% |
| Admin fee / account holder | $1,916 | $1,727+10.9% | $10,600-81.9% | $1,588+20.6% |