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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 | $15,110 | $86,938-82.6% | $102,423-85.2% | $80,925-81.3% |
| Participation rate | 25.0% | 72.4%-47.4pp | 76.5%-51.5pp | 67.7%-42.7pp |
| Annual return | 30.72% | 18.89%+11.8pp | 29.42%+1.3pp | 35.65%-4.9pp |
| Employer contribution / active EE | $697 | $2,369-70.6% | $3,023-76.9% | $2,756-74.7% |
| Participant deferral / active EE | $1,126 | $4,120-72.7% | $5,054-77.7% | $4,299-73.8% |
| Admin fee / account holder | $596 | $8,053-92.6% | $9,455-93.7% | $6,940-91.4% |