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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 | $15,416 | $56,894-72.9% | $84,753-81.8% | $62,881-75.5% |
| Participation rate | 65.2% | 68.5%-3.3pp | 76.6%-11.4pp | 69.3%-4.1pp |
| Annual return | 8.05% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,466 | $2,400+86.1% | $3,574+24.9% | $2,281+95.8% |
| Participant deferral / active EE | $410 | $2,709-84.9% | $3,712-88.9% | $3,203-87.2% |
| Admin fee / account holder | $9,280 | $3,581+159.1% | $5,333+74.0% | $4,296+116.0% |