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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 | $15,860 | $86,891-81.7% | $142,516-88.9% | $75,173-78.9% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.8%-43.4pp | 67.2%-33.9pp |
| Annual return | 21.95% | 23.31%-1.4pp | 19.99%+2.0pp | 160.72%-138.8pp |
| Employer contribution / active EE | $1,195 | $3,355-64.4% | $4,849-75.4% | $2,671-55.3% |
| Participant deferral / active EE | $1,521 | $4,938-69.2% | $6,280-75.8% | $4,126-63.1% |
| Admin fee / account holder | $606 | $7,299-91.7% | $10,008-93.9% | $5,651-89.3% |