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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 | $13,577 | $81,504-83.3% | $102,437-86.7% | $80,959-83.2% |
| Participation rate | 52.5% | 66.9%-14.4pp | 74.5%-22.0pp | 67.7%-15.2pp |
| Annual return | 33.35% | 25.60%+7.8pp | 24.95%+8.4pp | 35.67%-2.3pp |
| Employer contribution / active EE | $2,020 | $3,104-34.9% | $3,871-47.8% | $2,757-26.7% |
| Participant deferral / active EE | $690 | $3,871-82.2% | $5,060-86.4% | $4,300-84.0% |
| Admin fee / account holder | $1,541 | $6,719-77.1% | $8,388-81.6% | $6,925-77.7% |