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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 | $21,456 | $94,031-77.2% | $115,768-81.5% | $82,448-74.0% |
| Participation rate | 28.6% | 70.4%-41.8pp | 74.4%-45.8pp | 68.1%-39.5pp |
| Annual return | 15.84% | 20.61%-4.8pp | 100.46%-84.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $651 | $2,323-72.0% | $2,940-77.8% | $2,551-74.5% |
| Participant deferral / active EE | $1,031 | $3,972-74.0% | $4,917-79.0% | $4,139-75.1% |
| Admin fee / account holder | $446 | $10,249-95.6% | $12,439-96.4% | $7,234-93.8% |