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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 | $12,394 | $95,453-87.0% | $112,040-88.9% | $82,448-85.0% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.5%-17.5pp | 68.1%-9.1pp |
| Annual return | 23.12% | 23.92%-0.8pp | 24.52%-1.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,623 | $2,318-30.0% | $2,954-45.1% | $2,551-36.4% |
| Participant deferral / active EE | $1,732 | $4,224-59.0% | $5,098-66.0% | $4,139-58.2% |
| Admin fee / account holder | $2,281 | $9,013-74.7% | $12,098-81.1% | $7,234-68.5% |