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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 | $10,229 | $95,453-89.3% | $112,040-90.9% | $82,448-87.6% |
| Participation rate | 63.3% | 72.8%-9.4pp | 76.5%-13.2pp | 68.1%-4.7pp |
| Annual return | 26.25% | 23.92%+2.3pp | 24.52%+1.7pp | 41.64%-15.4pp |
| Employer contribution / active EE | $1,777 | $2,318-23.3% | $2,954-39.8% | $2,551-30.3% |
| Participant deferral / active EE | $1,626 | $4,224-61.5% | $5,098-68.1% | $4,139-60.7% |
| Admin fee / account holder | $731 | $9,013-91.9% | $12,098-94.0% | $7,234-89.9% |