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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 | $24,367 | $78,425-68.9% | $95,956-74.6% | $79,858-69.5% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.3pp |
| Annual return | 20.81% | 19.37%+1.4pp | 91.63%-70.8pp | 31.72%-10.9pp |
| Employer contribution / active EE | $960 | $1,945-50.6% | $2,541-62.2% | $2,471-61.1% |
| Participant deferral / active EE | $1,312 | $3,440-61.9% | $4,167-68.5% | $3,740-64.9% |
| Admin fee / account holder | $1,832 | $5,622-67.4% | $6,797-73.0% | $5,306-65.5% |