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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 | $20,530 | $95,404-78.5% | $113,397-81.9% | $82,637-75.2% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.5%-7.4pp | 68.1%+1.0pp |
| Annual return | 14.95% | 19.08%-4.1pp | 23.20%-8.2pp | 53.51%-38.6pp |
| Employer contribution / active EE | $966 | $2,307-58.1% | $2,977-67.6% | $2,552-62.2% |
| Participant deferral / active EE | $1,200 | $4,220-71.6% | $5,076-76.4% | $4,126-70.9% |
| Admin fee / account holder | $3,126 | $9,168-65.9% | $11,957-73.9% | $7,339-57.4% |