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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 | $24,302 | $83,045-70.7% | $130,045-81.3% | $71,511-66.0% |
| Participation rate | 34.1% | 74.1%-40.0pp | 78.5%-44.4pp | 67.9%-33.8pp |
| Annual return | 41.23% | 20.61%+20.6pp | -137.30%+178.5pp | 28.86%+12.4pp |
| Employer contribution / active EE | $795 | $2,623-69.7% | $4,321-81.6% | $2,589-69.3% |
| Participant deferral / active EE | $1,970 | $4,436-55.6% | $5,820-66.2% | $4,291-54.1% |
| Admin fee / account holder | $1,836 | $1,727+6.3% | $10,600-82.7% | $1,588+15.6% |