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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 | $25,214 | $138,393-81.8% | $184,256-86.3% | $80,959-68.9% |
| Participation rate | 65.5% | 83.9%-18.4pp | 86.8%-21.3pp | 67.7%-2.2pp |
| Annual return | 14.86% | 20.01%-5.1pp | 28.85%-14.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,719 | $4,847-64.5% | $6,427-73.2% | $2,757-37.6% |
| Participant deferral / active EE | $2,533 | $7,076-64.2% | $9,133-72.3% | $4,300-41.1% |
| Admin fee / account holder | $3,111 | $10,489-70.3% | $13,899-77.6% | $6,925-55.1% |