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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 | $11,423 | $77,472-85.3% | $100,392-88.6% | $80,935-85.9% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.7%-1.0pp |
| Annual return | 15.52% | 37.26%-21.7pp | 49.45%-33.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,242 | $2,800-55.7% | $3,941-68.5% | $2,757-54.9% |
| Participant deferral / active EE | $2,401 | $6,818-64.8% | $8,090-70.3% | $4,299-44.2% |
| Admin fee / account holder | $854 | $5,885-85.5% | $7,904-89.2% | $6,924-87.7% |