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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 | $30,847 | $109,359-71.8% | $162,171-81.0% | $72,983-57.7% |
| Participation rate | 69.7% | 84.3%-14.6pp | 87.6%-17.9pp | 69.5%+0.2pp |
| Annual return | 23.53% | 25.46%-1.9pp | 115.60%-92.1pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,649 | $3,907-57.8% | $5,613-70.6% | $2,440-32.4% |
| Participant deferral / active EE | $2,091 | $5,481-61.9% | $7,297-71.3% | $3,608-42.0% |
| Admin fee / account holder | $2,153 | $7,972-73.0% | $10,843-80.1% | $5,124-58.0% |