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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 | $21,088 | $95,453-77.9% | $112,040-81.2% | $82,448-74.4% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.5%-7.7pp | 68.1%+0.7pp |
| Annual return | 16.74% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,116 | $2,318-51.8% | $2,954-62.2% | $2,551-56.2% |
| Participant deferral / active EE | $1,504 | $4,224-64.4% | $5,098-70.5% | $4,139-63.7% |
| Admin fee / account holder | $3,090 | $9,013-65.7% | $12,098-74.5% | $7,234-57.3% |