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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 | $19,962 | $81,487-75.5% | $102,412-80.5% | $80,935-75.3% |
| Participation rate | 34.3% | 66.8%-32.6pp | 74.5%-40.2pp | 67.7%-33.4pp |
| Annual return | 15.87% | 25.60%-9.7pp | 24.94%-9.1pp | 35.66%-19.8pp |
| Employer contribution / active EE | $977 | $3,103-68.5% | $3,870-74.8% | $2,757-64.6% |
| Participant deferral / active EE | $1,214 | $3,871-68.6% | $5,060-76.0% | $4,299-71.8% |
| Admin fee / account holder | $897 | $6,717-86.6% | $8,388-89.3% | $6,924-87.0% |