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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 | $12,586 | $64,348-80.4% | $90,162-86.0% | $70,131-82.1% |
| Participation rate | 67.6% | 70.4%-2.8pp | 76.9%-9.2pp | 69.5%-1.9pp |
| Annual return | 19.42% | 28.13%-8.7pp | 34.88%-15.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,203 | $2,046-41.2% | $3,318-63.7% | $2,342-48.6% |
| Participant deferral / active EE | $1,781 | $4,389-59.4% | $5,287-66.3% | $3,332-46.5% |
| Admin fee / account holder | $506 | $3,944-87.2% | $5,943-91.5% | $4,645-89.1% |