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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 | $20,512 | $58,868-65.2% | $191,597-89.3% | $64,097-68.0% |
| Participation rate | 30.4% | 50.0%-19.6pp | 76.9%-46.5pp | 55.2%-24.8pp |
| Annual return | 24.12% | 31.54%-7.4pp | 27.07%-3.0pp | 34.64%-10.5pp |
| Employer contribution / active EE | $898 | $2,243-60.0% | $5,025-82.1% | $1,891-52.5% |
| Participant deferral / active EE | $774 | $3,724-79.2% | $6,850-88.7% | $3,080-74.9% |
| Admin fee / account holder | $2,683 | $4,871-44.9% | $22,799-88.2% | $3,454-22.3% |