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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 | $11,923 | $106,524-88.8% | $152,301-92.2% | $87,485-86.4% |
| Participation rate | 61.2% | 75.8%-14.6pp | 82.4%-21.3pp | 68.9%-7.7pp |
| Annual return | 20.30% | 26.89%-6.6pp | 80.50%-60.2pp | 26.06%-5.8pp |
| Employer contribution / active EE | $1,102 | $3,371-67.3% | $4,624-76.2% | $2,596-57.5% |
| Participant deferral / active EE | $1,994 | $6,525-69.4% | $8,004-75.1% | $4,274-53.3% |
| Admin fee / account holder | $526 | $8,287-93.7% | $14,398-96.3% | $7,775-93.2% |