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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 | $95,404-87.0% | $113,397-89.1% | $82,637-85.0% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.5%-17.5pp | 68.1%-9.1pp |
| Annual return | 23.12% | 19.08%+4.0pp | 23.20%-0.1pp | 53.51%-30.4pp |
| Employer contribution / active EE | $1,623 | $2,307-29.6% | $2,977-45.5% | $2,552-36.4% |
| Participant deferral / active EE | $1,732 | $4,220-59.0% | $5,076-65.9% | $4,126-58.0% |
| Admin fee / account holder | $2,281 | $9,168-75.1% | $11,957-80.9% | $7,339-68.9% |