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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 | $14,661 | $89,367-83.6% | $141,191-89.6% | $72,975-79.9% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 20.42% | 111.87%-91.5pp | 71.41%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $2,558 | $3,115-17.9% | $4,736-46.0% | $2,440+4.8% |
| Participant deferral / active EE | $2,189 | $5,419-59.6% | $6,710-67.4% | $3,608-39.3% |
| Admin fee / account holder | $3,087 | $5,957-48.2% | $10,264-69.9% | $5,124-39.7% |