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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 | $12,195 | $95,453-87.2% | $112,040-89.1% | $82,448-85.2% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.5%-14.0pp | 68.1%-5.6pp |
| Annual return | 13.22% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,149 | $2,318-7.3% | $2,954-27.2% | $2,551-15.8% |
| Participant deferral / active EE | $530 | $4,224-87.4% | $5,098-89.6% | $4,139-87.2% |
| Admin fee / account holder | $2,614 | $9,013-71.0% | $12,098-78.4% | $7,234-63.9% |