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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 | $14,601 | $138,385-89.4% | $184,243-92.1% | $80,925-82.0% |
| Participation rate | 62.9% | 83.9%-21.0pp | 86.8%-24.0pp | 67.7%-4.8pp |
| Annual return | 18.39% | 20.02%-1.6pp | 28.82%-10.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $1,699 | $4,851-65.0% | $6,427-73.6% | $2,756-38.4% |
| Participant deferral / active EE | $2,233 | $7,075-68.4% | $9,132-75.5% | $4,299-48.0% |
| Admin fee / account holder | $1,151 | $10,489-89.0% | $13,914-91.7% | $6,940-83.4% |