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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 | $11,844 | $109,782-89.2% | $260,467-95.5% | $94,015-87.4% |
| Participation rate | 69.6% | 67.2%+2.4pp | 80.5%-10.9pp | 70.8%-1.3pp |
| Annual return | 23.22% | 18.60%+4.6pp | 100.60%-77.4pp | 17.84%+5.4pp |
| Employer contribution / active EE | $1,157 | $2,147-46.1% | $4,239-72.7% | $2,790-58.5% |
| Participant deferral / active EE | $1,529 | $4,044-62.2% | $6,319-75.8% | $4,249-64.0% |
| Admin fee / account holder | $8,194 | $11,958-31.5% | $15,461-47.0% | $8,951-8.5% |