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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 | $12,193 | $86,949-86.0% | $102,460-88.1% | $80,959-84.9% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.7%-5.2pp |
| Annual return | 12.58% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,474 | $2,370-37.8% | $3,025-51.3% | $2,757-46.5% |
| Participant deferral / active EE | $1,767 | $4,121-57.1% | $5,056-65.0% | $4,300-58.9% |
| Admin fee / account holder | $1,109 | $8,048-86.2% | $9,460-88.3% | $6,925-84.0% |