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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 | $18,875 | $101,798-81.5% | $165,071-88.6% | $80,935-76.7% |
| Participation rate | 67.9% | 71.8%-3.9pp | 78.6%-10.7pp | 67.7%+0.3pp |
| Annual return | 14.67% | 16.73%-2.1pp | 70.17%-55.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,299 | $2,954-56.0% | $4,347-70.1% | $2,757-52.9% |
| Participant deferral / active EE | $1,932 | $4,476-56.8% | $6,035-68.0% | $4,299-55.1% |
| Admin fee / account holder | $3,756 | $8,221-54.3% | $12,695-70.4% | $6,924-45.8% |