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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 | $25,762 | $94,031-72.6% | $115,768-77.7% | $82,448-68.8% |
| Participation rate | 61.5% | 70.4%-8.9pp | 74.4%-12.9pp | 68.1%-6.5pp |
| Annual return | 17.13% | 20.61%-3.5pp | 100.46%-83.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $936 | $2,323-59.7% | $2,940-68.1% | $2,551-63.3% |
| Participant deferral / active EE | $1,701 | $3,972-57.2% | $4,917-65.4% | $4,139-58.9% |
| Admin fee / account holder | $1,405 | $10,249-86.3% | $12,439-88.7% | $7,234-80.6% |