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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 | $14,192 | $91,474-84.5% | $135,982-89.6% | $71,529-80.2% |
| Participation rate | 53.4% | 75.7%-22.3pp | 81.9%-28.5pp | 67.9%-14.6pp |
| Annual return | 29.43% | 29.89%-0.5pp | 68.32%-38.9pp | 28.97%+0.5pp |
| Employer contribution / active EE | $1,662 | $3,705-55.1% | $4,859-65.8% | $2,590-35.8% |
| Participant deferral / active EE | $2,885 | $7,095-59.3% | $7,760-62.8% | $4,291-32.8% |
| Admin fee / account holder | $868 | $1,267-31.5% | $10,767-91.9% | $1,588-45.3% |