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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 | $25,488 | $80,763-68.4% | $102,412-75.1% | $74,459-65.8% |
| Participation rate | 24.3% | 65.7%-41.4pp | 74.5%-50.2pp | 67.2%-43.0pp |
| Annual return | 14.52% | 27.57%-13.1pp | 24.94%-10.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $851 | $3,160-73.1% | $3,870-78.0% | $2,626-67.6% |
| Participant deferral / active EE | $1,416 | $3,862-63.3% | $5,060-72.0% | $4,350-67.4% |
| Admin fee / account holder | $2,465 | $2,371+4.0% | $8,388-70.6% | $1,945+26.8% |