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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 | $8,874 | $60,795-85.4% | $69,464-87.2% | $65,185-86.4% |
| Participation rate | 68.5% | 74.9%-6.4pp | 74.6%-6.1pp | 70.2%-1.7pp |
| Annual return | 22.71% | 17.46%+5.3pp | 28.98%-6.3pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,359 | $2,452-3.8% | $2,779-15.1% | $2,177+8.4% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,536-100.0% | $3,514-100.0% |
| Admin fee / account holder | $376 | $314+19.9% | $3,840-90.2% | $847-55.6% |