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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 | $19,190 | $93,598-79.5% | $135,974-85.9% | $75,173-74.5% |
| Participation rate | 13.3% | 75.2%-61.9pp | 81.9%-68.6pp | 67.2%-53.9pp |
| Annual return | 25.18% | 30.89%-5.7pp | 68.30%-43.1pp | 160.72%-135.5pp |
| Employer contribution / active EE | $853 | $3,538-75.9% | $4,859-82.4% | $2,671-68.1% |
| Participant deferral / active EE | $1,138 | $6,405-82.2% | $7,760-85.3% | $4,126-72.4% |
| Admin fee / account holder | $2,335 | $6,978-66.5% | $10,767-78.3% | $5,651-58.7% |