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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 | $97,550-87.3% | $120,344-89.7% | $87,485-85.8% |
| Participation rate | 59.0% | 72.8%-13.9pp | 76.7%-17.7pp | 68.9%-10.0pp |
| Annual return | 23.12% | 18.41%+4.7pp | 20.30%+2.8pp | 26.06%-2.9pp |
| Employer contribution / active EE | $1,623 | $2,291-29.2% | $3,020-46.3% | $2,596-37.5% |
| Participant deferral / active EE | $1,732 | $4,230-59.1% | $5,135-66.3% | $4,274-59.5% |
| Admin fee / account holder | $2,281 | $9,543-76.1% | $12,742-82.1% | $7,775-70.7% |