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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 | $9,925 | $86,050-88.5% | $189,758-94.8% | $94,015-89.4% |
| Participation rate | 21.7% | 68.9%-47.2pp | 79.8%-58.1pp | 70.8%-49.1pp |
| Annual return | 22.48% | 17.77%+4.7pp | 52.62%-30.1pp | 17.84%+4.6pp |
| Employer contribution / active EE | $1,229 | $2,819-56.4% | $4,767-74.2% | $2,790-56.0% |
| Participant deferral / active EE | $384 | $3,349-88.5% | $5,856-93.5% | $4,249-91.0% |
| Admin fee / account holder | $866 | $6,627-86.9% | $20,388-95.8% | $8,951-90.3% |