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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 | $13,933 | $57,828-75.9% | $117,039-88.1% | $70,126-80.1% |
| Participation rate | 62.5% | 67.1%-4.6pp | 77.2%-14.7pp | 69.5%-7.0pp |
| Annual return | 16.70% | 17.55%-0.8pp | 18.95%-2.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $659 | $1,816-63.7% | $3,785-82.6% | $2,343-71.9% |
| Participant deferral / active EE | $913 | $2,438-62.6% | $3,929-76.8% | $3,332-72.6% |
| Admin fee / account holder | $1,418 | $3,548-60.0% | $5,974-76.3% | $4,645-69.5% |